WMS
Wealth Management Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.83M | Sell |
30,093
-336
| -1% | -$31.6K | 1.94% | 9 |
|
|
2023
Q2 | $2.98M | Sell |
30,429
-22,258
| -42% | -$2.18M | 1.94% | 9 |
|
|
2023
Q1 | $4.77M | Sell |
52,687
-11,333
| -18% | -$1.03M | 2.75% | 8 |
|
|
2022
Q4 | $5.43M | Sell |
64,020
-1,109
| -2% | -$94K | 2.85% | 10 |
|
|
2022
Q3 | $5.18M | Sell |
65,129
-2,776
| -4% | -$221K | 3.02% | 10 |
|
|
2022
Q2 | $5.69M | Sell |
67,905
-1,847
| -3% | -$155K | 3.2% | 9 |
|
|
2022
Q1 | $7.04M | Sell |
69,752
-119,276
| -63% | -$12M | 3.66% | 9 |
|
|
2021
Q4 | $20.2M | Buy |
+189,028
| New | +$20.2M | 10.4% | 2 |
|