WCAMG
Woodard & Company Asset Management Group’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 | $5.83K | Hold |
43
| – | – | ﹤0.01% | 134 |
|
|
2025
Q1 | $5.26K | Hold |
43
| – | – | ﹤0.01% | 132 |
|
|
2024
Q4 | $5.53K | Hold |
43
| – | – | ﹤0.01% | 120 |
|
|
2024
Q3 | $5.38K | Hold |
43
| – | – | ﹤0.01% | 114 |
|
|
2024
Q2 | $5.07K | Hold |
43
| – | – | ﹤0.01% | 111 |
|
|
2024
Q1 | $4.9K | Buy |
43
+1
| +2% | +$114 | ﹤0.01% | 100 |
|
|
2023
Q4 | $4.46K | Hold |
42
| – | – | ﹤0.01% | 99 |
|
|
2023
Q3 | $3.96K | Hold |
42
| – | – | ﹤0.01% | 89 |
|
|
2023
Q2 | $4.11K | Hold |
42
| – | – | ﹤0.01% | 95 |
|
|
2023
Q1 | $3.79K | Hold |
42
| – | – | ﹤0.01% | 95 |
|
|
2022
Q4 | $3.54K | Hold |
42
| – | – | ﹤0.01% | 97 |
|
|
2022
Q3 | $3K | Sell |
42
-40
| -49% | -$2.86K | ﹤0.01% | 97 |
|
|
2022
Q2 | $7K | Buy |
82
+41
| +100% | +$3.5K | ﹤0.01% | 104 |
|
|
2022
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 113 |
|
|
2021
Q4 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 97 |
|
|
2020
Q3 | – | Sell |
-370
| Closed | -$26K | – | 93 |
|
|
2020
Q2 | $26K | Buy |
+370
| New | +$26K | 0.02% | 83 |
|