WAM
WFA Asset Management’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 | – | Sell |
-250
| Closed | -$28.8K | – | 223 |
|
|
2025
Q1 | $28.8K | Buy |
+250
| New | +$28.8K | 0.02% | 138 |
|
|
2024
Q2 | – | Sell |
-250
| Closed | -$28.8K | – | 224 |
|
|
2024
Q1 | $28.8K | Buy |
+250
| New | +$28.8K | 0.02% | 139 |
|
|
2022
Q4 | – | Sell |
-9
| Closed | -$726 | – | 237 |
|
|
2022
Q3 | $726 | Hold |
9
| – | – | ﹤0.01% | 228 |
|
|
2022
Q2 | $765 | Hold |
9
| – | – | ﹤0.01% | 211 |
|
|
2022
Q1 | $919 | Hold |
9
| – | – | ﹤0.01% | 202 |
|
|
2021
Q4 | $970 | Buy |
+9
| New | +$970 | ﹤0.01% | 179 |
|