WFA
Wellspring Financial Advisors’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 | $454K | Sell |
3,363
-95
| -3% | -$12.8K | 0.05% | 89 |
|
|
2025
Q1 | $422K | Sell |
3,458
-103
| -3% | -$12.6K | 0.05% | 80 |
|
|
2024
Q4 | $458K | Buy |
3,561
+12
| +0.3% | +$1.54K | 0.05% | 78 |
|
|
2024
Q3 | $446K | Buy |
3,549
+13
| +0.4% | +$1.63K | 0.05% | 89 |
|
|
2024
Q2 | $420K | Buy |
3,536
+9
| +0.3% | +$1.07K | 0.06% | 88 |
|
|
2024
Q1 | $407K | Buy |
3,527
+10
| +0.3% | +$1.15K | 0.06% | 81 |
|
|
2023
Q4 | $370K | Buy |
3,517
+30
| +0.9% | +$3.16K | 0.09% | 89 |
|
|
2023
Q3 | $328K | Hold |
3,487
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $341K | Buy |
3,487
+10
| +0.3% | +$978 | 0.1% | 78 |
|
|
2023
Q1 | $315K | Buy |
3,477
+13
| +0.4% | +$1.18K | 0.09% | 82 |
|
|
2022
Q4 | $294K | Buy |
3,464
+15
| +0.4% | +$1.27K | 0.1% | 84 |
|
|
2022
Q3 | $274K | Sell |
3,449
-161
| -4% | -$12.8K | 0.1% | 67 |
|
|
2022
Q2 | $302K | Sell |
3,610
-12
| -0.3% | -$1K | 0.11% | 65 |
|
|
2022
Q1 | $366K | Buy |
3,622
+11
| +0.3% | +$1.11K | 0.11% | 64 |
|
|
2021
Q4 | $386K | Sell |
3,611
-23
| -0.6% | -$2.46K | 0.11% | 65 |
|
|
2021
Q3 | $358K | Buy |
3,634
+13
| +0.4% | +$1.28K | 0.11% | 63 |
|
|
2021
Q2 | $358K | Sell |
3,621
-14,768
| -80% | -$1.46M | 0.11% | 62 |
|
|
2021
Q1 | $1.05M | Buy |
18,389
+14,453
| +367% | +$827K | 0.51% | 30 |
|
|
2020
Q4 | $339K | Sell |
3,936
-3,169
| -45% | -$273K | 0.12% | 64 |
|
|
2020
Q3 | $536K | Sell |
7,105
-164
| -2% | -$12.4K | 0.21% | 46 |
|
|
2020
Q2 | $505K | Sell |
7,269
-11,120
| -60% | -$773K | 0.21% | 47 |
|
|
2020
Q1 | $1.05M | Buy |
+18,389
| New | +$1.05M | 0.51% | 30 |
|