AF
Advisornet Financial’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 | $2.82M | Buy |
20,855
+277
| +1% | +$37.4K | 0.18% | 113 |
|
2025
Q1 | $2.51M | Sell |
20,578
-40
| -0.2% | -$4.88K | 0.19% | 111 |
|
2024
Q4 | $2.65M | Sell |
20,618
-1,383
| -6% | -$178K | 0.22% | 102 |
|
2024
Q3 | $2.76M | Buy |
22,001
+1,805
| +9% | +$227K | 0.21% | 110 |
|
2024
Q2 | $2.4M | Sell |
20,196
-974
| -5% | -$116K | 0.22% | 107 |
|
2024
Q1 | $2.44M | Sell |
21,170
-31,037
| -59% | -$3.58M | 0.23% | 102 |
|
2023
Q4 | $5.49M | Buy |
52,207
+3,084
| +6% | +$325K | 0.51% | 37 |
|
2023
Q3 | $4.63M | Buy |
49,123
+5,148
| +12% | +$485K | 0.42% | 53 |
|
2023
Q2 | $4.3M | Buy |
43,975
+7,414
| +20% | +$725K | 0.37% | 70 |
|
2023
Q1 | $3.31M | Buy |
36,561
+2,794
| +8% | +$253K | 0.3% | 82 |
|
2022
Q4 | $2.86M | Buy |
33,767
+8,832
| +35% | +$749K | 0.28% | 84 |
|
2022
Q3 | $1.98M | Sell |
24,935
-2,275
| -8% | -$181K | 0.2% | 121 |
|
2022
Q2 | $2.28M | Buy |
27,210
+9,831
| +57% | +$824K | 0.22% | 111 |
|
2022
Q1 | $1.75M | Buy |
17,379
+4,182
| +32% | +$422K | 0.11% | 177 |
|
2021
Q4 | $1.41M | Buy |
13,197
+8,818
| +201% | +$943K | 0.09% | 202 |
|
2021
Q3 | $431K | Buy |
4,379
+2,385
| +120% | +$235K | 0.03% | 391 |
|
2021
Q2 | $197K | Buy |
1,994
+137
| +7% | +$13.5K | 0.01% | 592 |
|
2021
Q1 | $170K | Sell |
1,857
-94
| -5% | -$8.61K | 0.01% | 595 |
|
2020
Q4 | $168K | Sell |
1,951
-1,496
| -43% | -$129K | 0.01% | 539 |
|
2020
Q3 | $260K | Sell |
3,447
-7,261
| -68% | -$548K | 0.02% | 441 |
|
2020
Q2 | $744K | Buy |
10,708
+3,448
| +47% | +$240K | 0.06% | 264 |
|
2020
Q1 | $415K | Buy |
7,260
+3,681
| +103% | +$210K | 0.04% | 346 |
|
2019
Q4 | $260K | Buy |
3,579
+1,460
| +69% | +$106K | 0.02% | 451 |
|
2019
Q3 | $142K | Buy |
2,119
+988
| +87% | +$66.2K | 0.01% | 585 |
|
2019
Q2 | $75K | Sell |
1,131
-390
| -26% | -$25.9K | 0.01% | 685 |
|
2019
Q1 | $98K | Sell |
1,521
-775
| -34% | -$49.9K | 0.01% | 561 |
|
2018
Q4 | $130K | Buy |
2,296
+1,676
| +270% | +$94.9K | 0.02% | 466 |
|
2018
Q3 | $41K | Sell |
620
-24
| -4% | -$1.59K | 0.01% | 785 |
|
2018
Q2 | $40K | Buy |
644
+24
| +4% | +$1.49K | 0.01% | 767 |
|
2018
Q1 | $37K | Hold |
620
| – | – | 0.01% | 773 |
|
2017
Q4 | $38K | Buy |
+620
| New | +$38K | 0.01% | 710 |
|