AIFS
A&I Financial Services’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 | $7.47M | Buy |
55,319
+595
| +1% | +$80.3K | 4.22% | 5 |
|
|
2025
Q1 | $6.68M | Sell |
54,724
-1,103
| -2% | -$135K | 4.52% | 5 |
|
|
2024
Q4 | $7.18M | Buy |
+55,827
| New | +$7.18M | 7% | 2 |
|
|
2019
Q3 | $2.94M | Buy |
43,780
+2,752
| +7% | +$185K | 4.39% | 6 |
|
|
2019
Q2 | $2.73M | Buy |
41,028
+1,490
| +4% | +$99.3K | 4.48% | 8 |
|
|
2019
Q1 | $2.55M | Buy |
39,538
+709
| +2% | +$45.7K | 4.69% | 6 |
|
|
2018
Q4 | $2.2M | Buy |
+38,829
| New | +$2.2M | 3.72% | 6 |
|
|
2018
Q3 | – | Sell |
-43,244
| Closed | -$2.7M | – | 19 |
|
|
2018
Q2 | $2.7M | Buy |
43,244
+492
| +1% | +$30.8K | 5.43% | 10 |
|
|
2018
Q1 | $2.59M | Buy |
42,752
+374
| +0.9% | +$22.6K | 6.37% | 9 |
|
|
2017
Q4 | $2.59M | Buy |
+42,378
| New | +$2.59M | 5.12% | 9 |
|