TCWA
Turtle Creek Wealth Advisors’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 | $8.54M | Sell |
63,265
-770
| -1% | -$104K | 1.01% | 28 |
|
|
2025
Q1 | $7.81M | Hold |
64,035
| – | – | 1.17% | 24 |
|
|
2024
Q4 | $8.24M | Sell |
64,035
-1,114
| -2% | -$143K | 1.9% | 15 |
|
|
2024
Q3 | $8.18M | Sell |
65,149
-334
| -0.5% | -$42K | 1.64% | 12 |
|
|
2024
Q2 | $7.78M | Sell |
65,483
-618
| -0.9% | -$73.4K | 1.8% | 12 |
|
|
2024
Q1 | $7.62M | Sell |
66,101
-1,152
| -2% | -$133K | 1.87% | 9 |
|
|
2023
Q4 | $7.08M | Buy |
+67,253
| New | +$7.08M | 2.08% | 8 |
|