WCFA
Walkner Condon Financial 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 | $1.93M | Buy |
14,326
+237
| +2% | +$32K | 0.36% | 67 |
|
|
2025
Q1 | $1.72M | Sell |
14,089
-1,059
| -7% | -$129K | 0.35% | 66 |
|
|
2024
Q4 | $1.95M | Buy |
15,148
+420
| +3% | +$54K | 0.4% | 60 |
|
|
2024
Q3 | $1.85M | Buy |
14,728
+225
| +2% | +$28.3K | 0.38% | 59 |
|
|
2024
Q2 | $1.72M | Buy |
14,503
+215
| +2% | +$25.5K | 0.37% | 64 |
|
|
2024
Q1 | $1.65M | Sell |
14,288
-110
| -0.8% | -$12.7K | 0.35% | 69 |
|
|
2023
Q4 | $1.52M | Buy |
14,398
+2,577
| +22% | +$271K | 0.35% | 75 |
|
|
2023
Q3 | $1.11M | Sell |
11,821
-333
| -3% | -$31.4K | 0.3% | 75 |
|
|
2023
Q2 | $1.19M | Buy |
12,154
+13
| +0.1% | +$1.27K | 0.31% | 70 |
|
|
2023
Q1 | $1.1M | Buy |
12,141
+200
| +2% | +$18.1K | 0.31% | 75 |
|
|
2022
Q4 | $1.01M | Buy |
11,941
+581
| +5% | +$49.3K | 0.3% | 72 |
|
|
2022
Q3 | $904K | Buy |
11,360
+1,587
| +16% | +$126K | 0.29% | 77 |
|
|
2022
Q2 | $819K | Buy |
9,773
+8
| +0.1% | +$670 | 0.26% | 82 |
|
|
2022
Q1 | $986K | Sell |
9,765
-2,189
| -18% | -$221K | 0.28% | 75 |
|
|
2021
Q4 | $1.28M | Buy |
11,954
+1,846
| +18% | +$198K | 0.83% | 36 |
|
|
2021
Q3 | $993K | Buy |
10,108
+5,832
| +136% | +$573K | 0.49% | 45 |
|
|
2021
Q2 | $423K | Buy |
4,276
+9
| +0.2% | +$890 | 0.16% | 111 |
|
|
2021
Q1 | $391K | Buy |
4,267
+1,476
| +53% | +$135K | 0.15% | 114 |
|
|
2020
Q4 | $241K | Buy |
+2,791
| New | +$241K | 0.1% | 122 |
|