WCWM
Willow Creek Wealth 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 | $1.05M | Hold |
7,807
| – | – | 0.09% | 67 |
|
|
2025
Q1 | $953K | Hold |
7,807
| – | – | 0.09% | 63 |
|
|
2024
Q4 | $1M | Hold |
7,807
| – | – | 0.1% | 64 |
|
|
2024
Q3 | $981K | Sell |
7,807
-292
| -4% | -$36.7K | 0.1% | 64 |
|
|
2024
Q2 | $962K | Buy |
8,099
+261
| +3% | +$31K | 0.11% | 62 |
|
|
2024
Q1 | $904K | Hold |
7,838
| – | – | 0.11% | 64 |
|
|
2023
Q4 | $825K | Hold |
7,838
| – | – | 0.1% | 64 |
|
|
2023
Q3 | $738K | Buy |
7,838
+297
| +4% | +$28K | 0.11% | 62 |
|
|
2023
Q2 | $738K | Hold |
7,541
| – | – | 0.1% | 71 |
|
|
2023
Q1 | $683K | Hold |
7,541
| – | – | 0.11% | 66 |
|
|
2022
Q4 | $639K | Hold |
7,541
| – | – | 0.11% | 63 |
|
|
2022
Q3 | $600K | Sell |
7,541
-611
| -7% | -$48.6K | 0.12% | 63 |
|
|
2022
Q2 | $683K | Hold |
8,152
| – | – | 0.13% | 61 |
|
|
2022
Q1 | $823K | Hold |
8,152
| – | – | 0.17% | 49 |
|
|
2021
Q4 | $872K | Hold |
8,152
| – | – | 0.18% | 47 |
|
|
2021
Q3 | $802K | Hold |
8,152
| – | – | 0.18% | 43 |
|
|
2021
Q2 | $805K | Hold |
8,152
| – | – | 0.19% | 38 |
|
|
2021
Q1 | $747K | Hold |
8,152
| – | – | 0.27% | 31 |
|
|
2020
Q4 | $703K | Buy |
8,152
+142
| +2% | +$12.2K | 0.26% | 30 |
|
|
2020
Q3 | $605K | Hold |
8,010
| – | – | 0.25% | 31 |
|
|
2020
Q2 | $556K | Buy |
+8,010
| New | +$556K | 0.25% | 31 |
|