TSWM
Tyler-Stone 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 | $6.17M | Sell |
45,689
-610
| -1% | -$82.4K | 0.99% | 24 |
|
|
2025
Q1 | $5.65M | Sell |
46,299
-692
| -1% | -$84.4K | 1.01% | 23 |
|
|
2024
Q4 | $6.04M | Sell |
46,991
-2,931
| -6% | -$377K | 1.08% | 22 |
|
|
2024
Q3 | $6.27M | Buy |
49,922
+24,495
| +96% | +$3.08M | 1.18% | 18 |
|
|
2024
Q2 | $3.02M | Buy |
25,427
+14
| +0.1% | +$1.66K | 1.24% | 15 |
|
|
2024
Q1 | $2.93M | Buy |
25,413
+444
| +2% | +$51.2K | 1.3% | 16 |
|
|
2023
Q4 | $2.63M | Sell |
24,969
-420
| -2% | -$44.2K | 1.32% | 14 |
|
|
2023
Q3 | $2.39M | Sell |
25,389
-1,278
| -5% | -$120K | 1.36% | 14 |
|
|
2023
Q2 | $2.61M | Buy |
+26,667
| New | +$2.61M | 1.47% | 12 |
|
|
2022
Q4 | $2.22M | Buy |
26,199
+2,678
| +11% | +$227K | 1.51% | 10 |
|
|
2022
Q3 | $1.87M | Buy |
23,521
+2,346
| +11% | +$187K | 1.43% | 13 |
|
|
2022
Q2 | $1.77M | Sell |
21,175
-2,096
| -9% | -$176K | 1.18% | 20 |
|
|
2022
Q1 | $2.35M | Buy |
23,271
+287
| +1% | +$29K | 1.29% | 16 |
|
|
2021
Q4 | $2.46M | Buy |
+22,984
| New | +$2.46M | 1.3% | 14 |
|