WCG
Weaver Consulting Group’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 | $1.57M | Hold |
11,657
| – | – | 0.44% | 55 |
|
|
2025
Q1 | $1.42M | Hold |
11,657
| – | – | 0.43% | 54 |
|
|
2024
Q4 | $1.5M | Buy |
11,657
+217
| +2% | +$27.9K | 0.46% | 52 |
|
|
2024
Q3 | $1.44M | Buy |
11,440
+415
| +4% | +$52.1K | 0.46% | 53 |
|
|
2024
Q2 | $1.31M | Hold |
11,025
| – | – | 0.46% | 53 |
|
|
2024
Q1 | $1.27M | Sell |
11,025
-53
| -0.5% | -$6.11K | 0.47% | 51 |
|
|
2023
Q4 | $1.17M | Buy |
11,078
+55
| +0.5% | +$5.79K | 0.47% | 48 |
|
|
2023
Q3 | $1.04M | Sell |
11,023
-77
| -0.7% | -$7.25K | 0.47% | 48 |
|
|
2023
Q2 | $1.09M | Sell |
11,100
-923
| -8% | -$90.3K | 0.48% | 45 |
|
|
2023
Q1 | $1.09M | Sell |
12,023
-3,430
| -22% | -$311K | 0.5% | 42 |
|
|
2022
Q4 | $1.31M | Buy |
15,453
+3,820
| +33% | +$324K | 0.67% | 34 |
|
|
2022
Q3 | $925K | Buy |
11,633
+2,971
| +34% | +$236K | 0.53% | 39 |
|
|
2022
Q2 | $726K | Hold |
8,662
| – | – | 0.41% | 48 |
|
|
2022
Q1 | $874K | Hold |
8,662
| – | – | 0.42% | 42 |
|
|
2021
Q4 | $927K | Sell |
8,662
-33
| -0.4% | -$3.53K | 0.45% | 43 |
|
|
2021
Q3 | $855K | Buy |
8,695
+5
| +0.1% | +$492 | 0.46% | 43 |
|
|
2021
Q2 | $858K | Hold |
8,690
| – | – | 0.48% | 40 |
|
|
2021
Q1 | $796K | Sell |
8,690
-130
| -1% | -$11.9K | 0.49% | 38 |
|
|
2020
Q4 | $760K | Hold |
8,820
| – | – | 0.47% | 41 |
|
|
2020
Q3 | $666K | Sell |
8,820
-1,720
| -16% | -$130K | 0.38% | 50 |
|
|
2020
Q2 | $732K | Sell |
10,540
-6,087
| -37% | -$423K | 0.43% | 47 |
|
|
2020
Q1 | $951K | Buy |
16,627
+1,588
| +11% | +$90.8K | 0.62% | 35 |
|
|
2019
Q4 | $1.01M | Buy |
15,039
+80
| +0.5% | +$5.37K | 0.54% | 36 |
|
|
2019
Q3 | $1.02M | Hold |
14,959
| – | – | 0.54% | 38 |
|
|
2019
Q2 | $997K | Hold |
14,959
| – | – | 0.54% | 40 |
|
|
2019
Q1 | $983K | Buy |
+14,959
| New | +$983K | 0.28% | 68 |
|