WE
Wealth Effects’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 | $2.02M | Sell |
14,945
-91
| -0.6% | -$12.3K | 0.76% | 27 |
|
|
2025
Q1 | $1.83M | Sell |
15,036
-80
| -0.5% | -$9.76K | 0.77% | 25 |
|
|
2024
Q4 | $1.94M | Buy |
15,116
+20
| +0.1% | +$2.57K | 0.69% | 29 |
|
|
2024
Q3 | $1.9M | Sell |
15,096
-655
| -4% | -$82.3K | 0.66% | 31 |
|
|
2024
Q2 | $1.87M | Sell |
15,751
-138
| -0.9% | -$16.4K | 0.68% | 29 |
|
|
2024
Q1 | $1.83M | Sell |
15,889
-200
| -1% | -$23.1K | 0.68% | 28 |
|
|
2023
Q4 | $1.69M | Sell |
16,089
-3,653
| -19% | -$384K | 0.64% | 30 |
|
|
2023
Q3 | $1.86M | Buy |
19,742
+36
| +0.2% | +$3.39K | 0.92% | 17 |
|
|
2023
Q2 | $1.93M | Sell |
19,706
-128
| -0.6% | -$12.5K | 0.85% | 16 |
|
|
2023
Q1 | $1.8M | Sell |
19,834
-90
| -0.5% | -$8.15K | 0.92% | 19 |
|
|
2022
Q4 | $1.69M | Buy |
+19,924
| New | +$1.69M | 0.96% | 21 |
|