Western Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
36,071
+1,442
| +4% | +$195K | 0.29% | 73 |
|
|
2025
Q1 | $4.23M | Sell |
34,629
-296
| -0.8% | -$36.1K | 0.28% | 77 |
|
|
2024
Q4 | $4.49M | Sell |
34,925
-283
| -0.8% | -$36.4K | 0.29% | 68 |
|
|
2024
Q3 | $4.42M | Buy |
35,208
+3,626
| +11% | +$455K | 0.25% | 82 |
|
|
2024
Q2 | $3.75M | Sell |
31,582
-879
| -3% | -$104K | 0.28% | 73 |
|
|
2024
Q1 | $3.74M | Buy |
32,461
+210
| +0.7% | +$24.2K | 0.29% | 72 |
|
|
2023
Q4 | $3.39M | Buy |
32,251
+962
| +3% | +$101K | 0.24% | 84 |
|
|
2023
Q3 | $2.95M | Buy |
31,289
+2,866
| +10% | +$270K | 0.25% | 81 |
|
|
2023
Q2 | $2.78M | Sell |
28,423
-920
| -3% | -$90K | 0.24% | 89 |
|
|
2023
Q1 | $2.66M | Sell |
29,343
-30
| -0.1% | -$2.72K | 0.25% | 97 |
|
|
2022
Q4 | $2.49M | Sell |
29,373
-29,515
| -50% | -$2.5M | 0.25% | 101 |
|
|
2022
Q3 | $4.69M | Buy |
58,888
+1,216
| +2% | +$96.8K | 0.27% | 83 |
|
|
2022
Q2 | $4.83M | Sell |
57,672
-656
| -1% | -$55K | 0.28% | 80 |
|
|
2022
Q1 | $5.89M | Buy |
58,328
+20,779
| +55% | +$2.1M | 0.29% | 75 |
|
|
2021
Q4 | $4.02M | Buy |
+37,549
| New | +$4.02M | 0.4% | 49 |
|
|
2021
Q2 | $3.67M | Buy |
37,242
+358
| +1% | +$35.3K | 0.38% | 56 |
|
|
2021
Q1 | $3.38M | Sell |
36,884
-4,402
| -11% | -$403K | 0.45% | 43 |
|
|
2020
Q4 | $3.56M | Buy |
41,286
+911
| +2% | +$78.6K | 0.52% | 35 |
|
|
2020
Q3 | $3.05M | Sell |
40,375
-13,645
| -25% | -$1.03M | 0.5% | 35 |
|
|
2020
Q2 | $3.75M | Sell |
54,020
-7,963
| -13% | -$553K | 0.68% | 27 |
|
|
2020
Q1 | $3.54M | Buy |
61,983
+24,134
| +64% | +$1.38M | 0.81% | 22 |
|
|
2019
Q4 | $2.75M | Sell |
37,849
-752
| -2% | -$54.7K | 0.42% | 53 |
|
|
2019
Q3 | $2.59M | Sell |
38,601
-2
| -0% | -$134 | 0.54% | 39 |
|
|
2019
Q2 | $2.58M | Buy |
38,603
+1,363
| +4% | +$91K | 0.34% | 61 |
|
|
2019
Q1 | $2.39M | Buy |
37,240
+25,617
| +220% | +$1.65M | 0.53% | 41 |
|
|
2018
Q4 | $660K | Buy |
+11,623
| New | +$660K | 0.18% | 142 |
|