TWM
Thrive Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
5,091
+420
| +9% | +$56.7K | 0.11% | 101 |
|
|
2025
Q1 | $570K | Buy |
4,671
+37
| +0.8% | +$4.51K | 0.11% | 102 |
|
|
2024
Q4 | $596K | Buy |
4,634
+27
| +0.6% | +$3.47K | 0.11% | 104 |
|
|
2024
Q3 | $579K | Buy |
4,607
+21
| +0.5% | +$2.64K | 0.11% | 101 |
|
|
2024
Q2 | $545K | Buy |
4,586
+390
| +9% | +$46.3K | 0.11% | 100 |
|
|
2024
Q1 | $484K | Buy |
4,196
+26
| +0.6% | +$3K | 0.1% | 110 |
|
|
2023
Q4 | $439K | Buy |
4,170
+6
| +0.1% | +$631 | 0.1% | 112 |
|
|
2023
Q3 | $392K | Sell |
4,164
-91
| -2% | -$8.57K | 0.1% | 106 |
|
|
2023
Q2 | $416K | Sell |
4,255
-527
| -11% | -$51.6K | 0.11% | 107 |
|
|
2023
Q1 | $433K | Buy |
4,782
+227
| +5% | +$20.6K | 0.11% | 108 |
|
|
2022
Q4 | $386K | Buy |
+4,555
| New | +$386K | 0.11% | 105 |
|