WOSD
WFA of San Diego’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 | $253K | Buy |
+1,875
| New | +$253K | 0.19% | 81 |
|
|
2024
Q3 | $354K | Hold |
2,815
| – | – | 0.3% | 69 |
|
|
2024
Q2 | $334K | Buy |
+2,815
| New | +$334K | 0.3% | 67 |
|
|
2023
Q3 | $265K | Hold |
2,810
| – | – | 0.27% | 70 |
|
|
2023
Q2 | $275K | Sell |
2,810
-4,912
| -64% | -$481K | 0.27% | 72 |
|
|
2023
Q1 | $699K | Buy |
7,722
+6
| +0.1% | +$543 | 0.73% | 32 |
|
|
2022
Q4 | $654K | Hold |
7,716
| – | – | 0.5% | 42 |
|
|
2022
Q3 | $614K | Sell |
7,716
-210
| -3% | -$16.7K | 0.55% | 42 |
|
|
2022
Q2 | $664K | Sell |
7,926
-72
| -0.9% | -$6.03K | 0.57% | 39 |
|
|
2022
Q1 | $807K | Sell |
7,998
-2,632
| -25% | -$266K | 0.61% | 38 |
|
|
2021
Q4 | $1.14M | Sell |
10,630
-541
| -5% | -$57.9K | 0.66% | 37 |
|
|
2021
Q3 | $1.1M | Sell |
11,171
-286
| -2% | -$28.1K | 0.77% | 32 |
|
|
2021
Q2 | $1.13M | Sell |
11,457
-290
| -2% | -$28.6K | 0.88% | 28 |
|
|
2021
Q1 | $1.08M | Sell |
11,747
-4,971
| -30% | -$455K | 0.89% | 30 |
|
|
2020
Q4 | $86 | Sell |
16,718
-1,231
| -7% | -$6 | 0.02% | 61 |
|
|
2020
Q3 | $1.35M | Sell |
17,949
-5,595
| -24% | -$422K | 1.28% | 17 |
|
|
2020
Q2 | $1.64M | Buy |
+23,544
| New | +$1.64M | 0.38% | 63 |
|