WealthBridge Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
4,912
+1,202
| +32% | +$162K | 0.17% | 96 |
|
|
2025
Q1 | $453K | Buy |
3,710
+5
| +0.1% | +$610 | 0.13% | 118 |
|
|
2024
Q4 | $477K | Buy |
3,705
+7
| +0.2% | +$900 | 0.13% | 113 |
|
|
2024
Q3 | $465K | Buy |
3,698
+6
| +0.2% | +$754 | 0.13% | 115 |
|
|
2024
Q2 | $439K | Sell |
3,692
-102
| -3% | -$12.1K | 0.14% | 108 |
|
|
2024
Q1 | $437K | Sell |
3,794
-62
| -2% | -$7.15K | 0.15% | 108 |
|
|
2023
Q4 | $406K | Buy |
3,856
+415
| +12% | +$43.7K | 0.15% | 105 |
|
|
2023
Q3 | $324K | Hold |
3,441
| – | – | 0.13% | 117 |
|
|
2023
Q2 | $337K | Sell |
3,441
-6
| -0.2% | -$587 | 0.13% | 120 |
|
|
2023
Q1 | $312K | Buy |
3,447
+6
| +0.2% | +$543 | 0.12% | 138 |
|
|
2022
Q4 | $292K | Sell |
3,441
-316
| -8% | -$26.8K | 0.12% | 151 |
|
|
2022
Q3 | $315K | Hold |
3,757
| – | – | 0.13% | 140 |
|
|
2022
Q2 | $315K | Sell |
3,757
-414
| -10% | -$34.7K | 0.13% | 140 |
|
|
2022
Q1 | $421K | Buy |
4,171
+235
| +6% | +$23.7K | 0.16% | 114 |
|
|
2021
Q4 | $421K | Buy |
3,936
+11
| +0.3% | +$1.18K | 0.16% | 109 |
|
|
2021
Q3 | $386K | Sell |
3,925
-198
| -5% | -$19.5K | 0.14% | 111 |
|
|
2021
Q2 | $407K | Buy |
4,123
+8
| +0.2% | +$790 | 0.15% | 108 |
|
|
2021
Q1 | $377K | Buy |
4,115
+29
| +0.7% | +$2.66K | 0.15% | 103 |
|
|
2020
Q4 | $352K | Buy |
4,086
+6
| +0.1% | +$517 | 0.15% | 103 |
|
|
2020
Q3 | $308K | Sell |
4,080
-288
| -7% | -$21.7K | 0.16% | 101 |
|
|
2020
Q2 | $303K | Buy |
4,368
+188
| +4% | +$13K | 0.17% | 91 |
|
|
2020
Q1 | $239K | Sell |
4,180
-5,475
| -57% | -$313K | 0.17% | 95 |
|
|
2019
Q4 | $702K | Buy |
9,655
+470
| +5% | +$34.2K | 0.45% | 52 |
|
|
2019
Q3 | $616K | Buy |
9,185
+2,561
| +39% | +$172K | 0.44% | 58 |
|
|
2019
Q2 | $376K | Sell |
6,624
-1,235
| -16% | -$70.1K | 0.34% | 65 |
|
|
2019
Q1 | $514K | Buy |
7,859
+1,235
| +19% | +$80.8K | 0.33% | 60 |
|
|
2018
Q4 | $376K | Buy |
+6,624
| New | +$376K | 0.29% | 65 |
|