WWM
WJ 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 | $1.62M | Sell |
12,033
-734
| -6% | -$99.1K | 0.51% | 35 |
|
|
2025
Q1 | $1.56M | Sell |
12,767
-754
| -6% | -$92K | 0.55% | 31 |
|
|
2024
Q4 | $1.74M | Buy |
13,521
+70
| +0.5% | +$9K | 0.6% | 29 |
|
|
2024
Q3 | $1.69M | Sell |
13,451
-188
| -1% | -$23.6K | 0.59% | 27 |
|
|
2024
Q2 | $1.62M | Buy |
13,639
+160
| +1% | +$19K | 0.59% | 31 |
|
|
2024
Q1 | $1.55M | Sell |
13,479
-206
| -2% | -$23.8K | 0.62% | 35 |
|
|
2023
Q4 | $1.44M | Sell |
13,685
-370
| -3% | -$38.9K | 0.63% | 35 |
|
|
2023
Q3 | $1.32M | Sell |
14,055
-90
| -0.6% | -$8.48K | 0.64% | 31 |
|
|
2023
Q2 | $1.38M | Buy |
14,145
+7,073
| +100% | +$692K | 0.65% | 30 |
|
|
2023
Q1 | $640K | Sell |
7,072
-7,999
| -53% | -$724K | 0.43% | 35 |
|
|
2022
Q4 | $1.28M | Hold |
15,071
| – | – | 0.74% | 24 |
|
|
2022
Q3 | $1.2M | Sell |
15,071
-1,198
| -7% | -$95.5K | 0.75% | 24 |
|
|
2022
Q2 | $1.37M | Buy |
16,269
+7,479
| +85% | +$628K | 0.97% | 18 |
|
|
2022
Q1 | $889K | Sell |
8,790
-346
| -4% | -$35K | 0.59% | 23 |
|
|
2021
Q4 | $978K | Sell |
9,136
-132
| -1% | -$14.1K | 0.58% | 26 |
|
|
2021
Q3 | $912K | Sell |
9,268
-41
| -0.4% | -$4.04K | 0.61% | 28 |
|
|
2021
Q2 | $919K | Sell |
9,309
-285
| -3% | -$28.1K | 2.85% | 9 |
|
|
2021
Q1 | $879K | Sell |
9,594
-665
| -6% | -$60.9K | 2.73% | 9 |
|
|
2020
Q4 | $885K | Sell |
10,259
-855
| -8% | -$73.8K | 2.75% | 11 |
|
|
2020
Q3 | $839K | Sell |
11,114
-18,425
| -62% | -$1.39M | 2.72% | 11 |
|
|
2020
Q2 | $2.05M | Buy |
29,539
+13,176
| +81% | +$913K | 1.44% | 15 |
|
|
2020
Q1 | $936K | Sell |
16,363
-3,190
| -16% | -$182K | 3.37% | 8 |
|
|
2019
Q4 | $1.42M | Buy |
+19,553
| New | +$1.42M | 3.58% | 8 |
|