WFAG
Wescott Financial Advisory 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 | $1.4M | Sell |
10,345
-917
| -8% | -$124K | 0.13% | 77 |
|
|
2025
Q1 | $1.37M | Buy |
11,262
+450
| +4% | +$54.9K | 0.14% | 70 |
|
|
2024
Q4 | $1.39M | Sell |
10,812
-720
| -6% | -$92.6K | 0.14% | 72 |
|
|
2024
Q3 | $1.45M | Sell |
11,532
-2,733
| -19% | -$343K | 0.16% | 70 |
|
|
2024
Q2 | $1.69M | Buy |
14,265
+180
| +1% | +$21.4K | 0.2% | 62 |
|
|
2024
Q1 | $1.62M | Sell |
14,085
-1,468
| -9% | -$169K | 0.2% | 57 |
|
|
2023
Q4 | $1.64M | Buy |
15,553
+120
| +0.8% | +$12.6K | 0.23% | 55 |
|
|
2023
Q3 | $1.45M | Sell |
15,433
-1,500
| -9% | -$141K | 0.27% | 55 |
|
|
2023
Q2 | $1.66M | Sell |
16,933
-1,056
| -6% | -$103K | 0.29% | 52 |
|
|
2023
Q1 | $1.63M | Buy |
17,989
+62
| +0.3% | +$5.61K | 0.35% | 49 |
|
|
2022
Q4 | $1.52M | Sell |
17,927
-37
| -0.2% | -$3.14K | 0.33% | 50 |
|
|
2022
Q3 | $1.43M | Buy |
17,964
+89
| +0.5% | +$7.08K | 0.4% | 41 |
|
|
2022
Q2 | $1.5M | Buy |
17,875
+1,785
| +11% | +$150K | 0.41% | 40 |
|
|
2022
Q1 | $1.62M | Buy |
+16,090
| New | +$1.62M | 0.42% | 41 |
|