WCM
Wealthcare Capital Management’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 | $8.3M | Buy |
61,470
+10,393
| +20% | +$1.4M | 0.88% | 12 |
|
|
2025
Q1 | $6.23M | Buy |
51,077
+7,279
| +17% | +$888K | 0.63% | 15 |
|
|
2024
Q4 | $5.63M | Sell |
43,798
-8,145
| -16% | -$1.05M | 0.57% | 15 |
|
|
2024
Q3 | $6.53M | Sell |
51,943
-7,438
| -13% | -$934K | 0.65% | 14 |
|
|
2024
Q2 | $7.05M | Sell |
59,381
-32,318
| -35% | -$3.84M | 0.75% | 13 |
|
|
2024
Q1 | $10.6M | Sell |
91,699
-5,223
| -5% | -$602K | 1.17% | 8 |
|
|
2023
Q4 | $10.2M | Buy |
96,922
+10,607
| +12% | +$1.12M | 1.16% | 5 |
|
|
2023
Q3 | $8.13M | Sell |
86,315
-6,315
| -7% | -$595K | 1% | 8 |
|
|
2023
Q2 | $9.06M | Sell |
92,630
-5,580
| -6% | -$546K | 1.06% | 7 |
|
|
2023
Q1 | $8.89M | Sell |
98,210
-30,663
| -24% | -$2.78M | 1.09% | 8 |
|
|
2022
Q4 | $10.9M | Sell |
128,873
-98,017
| -43% | -$8.31M | 1.4% | 6 |
|
|
2022
Q3 | $18M | Buy |
226,890
+130,047
| +134% | +$10.3M | 2.28% | 5 |
|
|
2022
Q2 | $8.11M | Sell |
96,843
-9,792
| -9% | -$820K | 0.89% | 7 |
|
|
2022
Q1 | $10.8M | Buy |
106,635
+3,206
| +3% | +$324K | 1.05% | 7 |
|
|
2021
Q4 | $11.1M | Buy |
103,429
+2,204
| +2% | +$236K | 1.02% | 8 |
|
|
2021
Q3 | $9.96M | Sell |
101,225
-3,330
| -3% | -$328K | 0.96% | 8 |
|
|
2021
Q2 | $10.3M | Sell |
104,555
-3,436
| -3% | -$339K | 0.99% | 9 |
|
|
2021
Q1 | $9.89M | Sell |
107,991
-7,155
| -6% | -$655K | 0.99% | 7 |
|
|
2020
Q4 | $9.93M | Buy |
115,146
+1,652
| +1% | +$142K | 1.03% | 8 |
|
|
2020
Q3 | $8.57M | Sell |
113,494
-5,412
| -5% | -$409K | 0.97% | 8 |
|
|
2020
Q2 | $8.26M | Buy |
118,906
+31,995
| +37% | +$2.22M | 1.01% | 8 |
|
|
2020
Q1 | $4.97M | Sell |
86,911
-82,023
| -49% | -$4.69M | 0.67% | 9 |
|
|
2019
Q4 | $12.3M | Sell |
168,934
-11,631
| -6% | -$845K | 1.46% | 6 |
|
|
2019
Q3 | $12.1M | Sell |
180,565
-911
| -0.5% | -$61.1K | 1.49% | 6 |
|
|
2019
Q2 | $12.1M | Sell |
181,476
-2,691
| -1% | -$179K | 1.67% | 6 |
|
|
2019
Q1 | $11.9M | Sell |
184,167
-41,252
| -18% | -$2.66M | 1.69% | 6 |
|
|
2018
Q4 | $12.8M | Buy |
225,419
+216,351
| +2,386% | +$12.3M | 1.98% | 6 |
|
|
2018
Q3 | $604K | Hold |
9,068
| – | – | 0.07% | 24 |
|
|
2018
Q2 | $567K | Sell |
9,068
-3,077
| -25% | -$192K | 0.06% | 27 |
|
|
2018
Q1 | $734K | Buy |
12,145
+9,145
| +305% | +$553K | 0.08% | 24 |
|
|
2017
Q4 | $183K | Hold |
3,000
| – | – | 0.02% | 48 |
|
|
2017
Q3 | $173K | Hold |
3,000
| – | – | 0.02% | 49 |
|
|
2017
Q2 | $166K | Hold |
3,000
| – | – | 0.02% | 51 |
|
|
2017
Q1 | $162K | Sell |
3,000
-90
| -3% | -$4.86K | 0.02% | 52 |
|
|
2016
Q4 | $158K | Buy |
3,090
+3,000
| +3,333% | +$153K | 0.02% | 50 |
|
|
2016
Q3 | $4K | Buy |
90
+45
| +100% | +$2K | ﹤0.01% | 155 |
|
|
2016
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 155 |
|
|
2016
Q1 | $4K | Sell |
45
-32,885
| -100% | -$2.92M | ﹤0.01% | 163 |
|
|
2015
Q4 | $3.06M | Buy |
+32,930
| New | +$3.06M | 0.38% | 9 |
|