WIA
Wetzel Investment 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 | $645K | Sell |
4,777
-349
| -7% | -$47.1K | 0.3% | 56 |
|
|
2025
Q1 | $625K | Sell |
5,126
-306
| -6% | -$37.3K | 0.32% | 56 |
|
|
2024
Q4 | $699K | Sell |
5,432
-92
| -2% | -$11.8K | 0.35% | 54 |
|
|
2024
Q3 | $694K | Buy |
5,524
+96
| +2% | +$12.1K | 0.35% | 52 |
|
|
2024
Q2 | $626K | Sell |
5,428
-40
| -0.7% | -$4.61K | 0.36% | 49 |
|
|
2024
Q1 | $600K | Buy |
5,468
+264
| +5% | +$28.9K | 0.35% | 49 |
|
|
2023
Q4 | $548K | Buy |
+5,204
| New | +$548K | 0.34% | 48 |
|