WMWM
Whitaker-Myers Wealth Managers’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 | $1.32M | Sell |
9,751
-2,176
| -18% | -$294K | 0.33% | 34 |
|
|
2025
Q1 | $1.46M | Sell |
11,927
-2,105
| -15% | -$257K | 0.41% | 27 |
|
|
2024
Q4 | $1.8M | Buy |
14,032
+390
| +3% | +$50.2K | 0.53% | 26 |
|
|
2024
Q3 | $1.71M | Buy |
13,642
+15
| +0.1% | +$1.88K | 0.57% | 25 |
|
|
2024
Q2 | $1.62M | Sell |
13,627
-929
| -6% | -$110K | 0.6% | 25 |
|
|
2024
Q1 | $1.68M | Sell |
14,556
-240
| -2% | -$27.7K | 0.71% | 24 |
|
|
2023
Q4 | $1.56M | Sell |
14,796
-240
| -2% | -$25.3K | 0.78% | 24 |
|
|
2023
Q3 | $1.42M | Sell |
15,036
-1,067
| -7% | -$100K | 0.88% | 22 |
|
|
2023
Q2 | $1.58M | Sell |
16,103
-3
| -0% | -$294 | 1.06% | 22 |
|
|
2023
Q1 | $1.46M | Sell |
16,106
-1,567
| -9% | -$142K | 1.13% | 22 |
|
|
2022
Q4 | $1.5M | Buy |
+17,673
| New | +$1.5M | 1.44% | 23 |
|