Wealth Enhancement Advisory Services’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 | $64.5M | Buy |
471,707
+6,140
| +1% | +$840K | 0.11% | 186 |
|
|
2025
Q1 | $56.8M | Sell |
465,567
-747
| -0.2% | -$91.1K | 0.11% | 184 |
|
|
2024
Q4 | $60M | Buy |
466,314
+50,214
| +12% | +$6.46M | 0.11% | 172 |
|
|
2024
Q3 | $52.3M | Sell |
416,100
-22,282
| -5% | -$2.8M | 0.11% | 181 |
|
|
2024
Q2 | $52.1M | Sell |
438,382
-7,981
| -2% | -$948K | 0.12% | 169 |
|
|
2024
Q1 | $51.5M | Sell |
446,363
-8,998
| -2% | -$1.04M | 0.13% | 159 |
|
|
2023
Q4 | $47.9M | Sell |
455,361
-8,963
| -2% | -$943K | 0.14% | 154 |
|
|
2023
Q3 | $43.7M | Buy |
464,324
+430,268
| +1,263% | +$40.5M | 0.14% | 144 |
|
|
2023
Q2 | $3.33M | Buy |
34,056
+2,438
| +8% | +$239K | 0.04% | 157 |
|
|
2023
Q1 | $2.86M | Buy |
31,618
+5,556
| +21% | +$503K | 0.03% | 175 |
|
|
2022
Q4 | $2.33M | Sell |
26,062
-2,333
| -8% | -$208K | 0.03% | 163 |
|
|
2022
Q3 | $2.3M | Buy |
28,395
+698
| +3% | +$56.4K | 0.03% | 162 |
|
|
2022
Q2 | $2.39M | Sell |
27,697
-81
| -0.3% | -$7K | 0.03% | 192 |
|
|
2022
Q1 | $2.84M | Sell |
27,778
-663
| -2% | -$67.8K | 0.04% | 168 |
|
|
2021
Q4 | $2.85M | Buy |
28,441
+7
| +0% | +$701 | 0.04% | 146 |
|
|
2021
Q3 | $2.97M | Buy |
28,434
+8
| +0% | +$835 | 0.04% | 131 |
|
|
2021
Q2 | $2.83M | Buy |
28,426
+6
| +0% | +$597 | 0.05% | 130 |
|
|
2021
Q1 | $2.67M | Buy |
28,420
+7
| +0% | +$657 | 0.05% | 130 |
|
|
2020
Q4 | $2.48M | Buy |
28,413
+8
| +0% | +$699 | 0.06% | 108 |
|
|
2020
Q3 | $2.27M | Buy |
28,405
+10
| +0% | +$798 | 0.06% | 104 |
|
|
2020
Q2 | $2.09M | Sell |
28,395
-10,298
| -27% | -$758K | 0.06% | 114 |
|
|
2020
Q1 | $2.47M | Buy |
38,693
+14,707
| +61% | +$937K | 0.09% | 95 |
|
|
2019
Q4 | $1.74M | Buy |
23,986
+172
| +0.7% | +$12.5K | 0.06% | 122 |
|
|
2019
Q3 | $1.6M | Buy |
23,814
+5,199
| +28% | +$348K | 0.06% | 121 |
|
|
2019
Q2 | $1.27M | Buy |
+18,615
| New | +$1.27M | 0.06% | 131 |
|