Wealthcare Advisory Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Wealthcare Advisory Partners’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.83M	Sell	28,342 -227	-0.8%	-$30.7K	0.09%	189
2025 Q1	$3.49M	Buy	28,569 +5,808	+26%	+$709K	0.09%	187
2024 Q4	$2.93M	Sell	22,761 -1,505	-6%	-$194K	0.08%	207
2024 Q3	$3.05M	Sell	24,266 -3,006	-11%	-$378K	0.09%	200
2024 Q2	$3.24M	Buy	27,272 +1,537	+6%	+$183K	0.1%	161
2024 Q1	$2.97M	Buy	25,735 +59	+0.2%	+$6.8K	0.1%	176
2023 Q4	$2.7M	Buy	25,676 +4,125	+19%	+$434K	0.11%	158
2023 Q3	$2.03M	Sell	21,551 -2,786	-11%	-$262K	0.09%	171
2023 Q2	$2.38M	Sell	24,337 -3,064	-11%	-$300K	0.11%	160
2023 Q1	$2.48M	Sell	27,401 -52,253	-66%	-$4.73M	0.11%	156
2022 Q4	$6.75M	Buy	79,654 +55,718	+233%	+$4.72M	0.32%	58
2022 Q3	$1.9M	Buy	23,936 +16,549	+224%	+$1.32M	0.11%	143
2022 Q2	$619K	Buy	7,387 +2,161	+41%	+$181K	0.04%	283
2022 Q1	$528K	Buy	5,226 +89	+2%	+$8.99K	0.03%	303
2021 Q4	$550K	Sell	5,137 -2,444	-32%	-$262K	0.03%	304
2021 Q3	$746K	Buy	7,581 +573	+8%	+$56.4K	0.05%	238
2021 Q2	$692K	Buy	7,008 +1,311	+23%	+$129K	0.05%	251
2021 Q1	$522K	Buy	5,697 +32	+0.6%	+$2.93K	0.04%	281
2020 Q4	$488K	Sell	5,665 -233	-4%	-$20.1K	0.04%	239
2020 Q3	$445K	Buy	5,898 +64	+1%	+$4.83K	0.05%	214
2020 Q2	$405K	Buy	5,834 +33	+0.6%	+$2.29K	0.05%	202
2020 Q1	$332K	Sell	5,801 -83	-1%	-$4.75K	0.05%	205
2019 Q4	$428K	Buy	5,884 +2,271	+63%	+$165K	0.05%	188
2019 Q3	$242K	Sell	3,613 -35	-1%	-$2.34K	0.04%	240
2019 Q2	$243K	Buy	3,648 +161	+5%	+$10.7K	0.04%	243
2019 Q1	$225K	Buy	3,487 +1,887	+118%	+$122K	0.04%	224
2018 Q4	$91K	Sell	1,600 -5,000	-76%	-$284K	0.02%	323
2018 Q3	$440K	Buy	6,600 +3,858	+141%	+$257K	0.08%	133
2018 Q2	$171K	Buy	2,742 +1,580	+136%	+$98.5K	0.03%	237
2018 Q1	$70K	Buy	1,162 +160	+16%	+$9.64K	0.02%	342
2017 Q4	$61K	Buy	1,002 +1	+0.1%	+$61	0.02%	341
2017 Q3	$58K	Buy	+1,001	New	+$58K	0.02%	286