WP
WealthShield Partners’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 | $1.38M | Buy |
10,236
+4,252
| +71% | +$574K | 0.17% | 145 |
|
|
2025
Q1 | $730K | Sell |
5,984
-962
| -14% | -$117K | 0.09% | 191 |
|
|
2024
Q4 | $893K | Buy |
6,946
+270
| +4% | +$34.7K | 0.13% | 160 |
|
|
2024
Q3 | $839K | Buy |
6,676
+43
| +0.6% | +$5.4K | 0.11% | 167 |
|
|
2024
Q2 | $788K | Sell |
6,633
-661
| -9% | -$78.5K | 0.12% | 167 |
|
|
2024
Q1 | $841K | Buy |
7,294
+281
| +4% | +$32.4K | 0.14% | 157 |
|
|
2023
Q4 | $738K | Sell |
7,013
-1,376
| -16% | -$145K | 0.12% | 170 |
|
|
2023
Q3 | $794K | Sell |
8,389
-6,447
| -43% | -$610K | 0.12% | 170 |
|
|
2023
Q2 | $1.45M | Sell |
14,836
-7,036
| -32% | -$688K | 0.22% | 113 |
|
|
2023
Q1 | $1.98M | Buy |
21,872
+11,569
| +112% | +$1.05M | 0.32% | 81 |
|
|
2022
Q4 | $874K | Buy |
10,303
+6,233
| +153% | +$529K | 0.17% | 146 |
|
|
2022
Q3 | $324K | Buy |
4,070
+220
| +6% | +$17.5K | 0.06% | 238 |
|
|
2022
Q2 | $323K | Buy |
3,850
+142
| +4% | +$11.9K | 0.06% | 241 |
|
|
2022
Q1 | $374K | Buy |
3,708
+601
| +19% | +$60.6K | 0.06% | 264 |
|
|
2021
Q4 | $332K | Buy |
3,107
+615
| +25% | +$65.7K | 0.06% | 223 |
|
|
2021
Q3 | $245K | Sell |
2,492
-70,235
| -97% | -$6.91M | 0.07% | 206 |
|
|
2021
Q2 | $7.18M | Sell |
72,727
-2,158
| -3% | -$213K | 1.13% | 25 |
|
|
2021
Q1 | $6.86M | Buy |
74,885
+8,327
| +13% | +$763K | 1.23% | 20 |
|
|
2020
Q4 | $5.74M | Buy |
66,558
+62,368
| +1,488% | +$5.38M | 1.06% | 28 |
|
|
2020
Q3 | $316K | Sell |
4,190
-361
| -8% | -$27.2K | 0.11% | 187 |
|
|
2020
Q2 | $316K | Sell |
4,551
-32,854
| -88% | -$2.28M | 0.15% | 150 |
|
|
2020
Q1 | $2.14M | Sell |
37,405
-3,231
| -8% | -$185K | 1.31% | 21 |
|
|
2019
Q4 | $2.95M | Sell |
40,636
-4,884
| -11% | -$355K | 1.44% | 16 |
|
|
2019
Q3 | $3.05M | Buy |
45,520
+6,900
| +18% | +$463K | 1.62% | 13 |
|
|
2019
Q2 | $2.57M | Buy |
38,620
+15,257
| +65% | +$1.02M | 1.49% | 14 |
|
|
2019
Q1 | $1.51M | Buy |
+23,363
| New | +$1.51M | 0.84% | 26 |
|