WP
Westmount 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 | $1.44M | Buy |
10,682
+27
| +0.3% | +$3.65K | 0.4% | 56 |
|
|
2025
Q1 | $1.3M | Buy |
10,655
+26
| +0.2% | +$3.17K | 0.4% | 54 |
|
|
2024
Q4 | $1.37M | Buy |
10,629
+33
| +0.3% | +$4.24K | 0.42% | 50 |
|
|
2024
Q3 | $1.33M | Sell |
10,596
-567
| -5% | -$71.2K | 0.4% | 49 |
|
|
2024
Q2 | $1.33M | Buy |
11,163
+625
| +6% | +$74.3K | 0.44% | 45 |
|
|
2024
Q1 | $1.22M | Buy |
10,538
+24
| +0.2% | +$2.77K | 0.44% | 46 |
|
|
2023
Q4 | $1.11M | Buy |
10,514
+79
| +0.8% | +$8.31K | 0.45% | 47 |
|
|
2023
Q3 | $983K | Buy |
+10,435
| New | +$983K | 0.43% | 48 |
|