AF Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Hold |
3,379
| – | – | 0.16% | 13 |
|
|
2025
Q1 | $412K | Hold |
3,379
| – | – | 0.08% | 10 |
|
|
2024
Q4 | $435K | Buy |
3,379
+5
| +0.1% | +$643 | 0.06% | 12 |
|
|
2024
Q3 | $424K | Hold |
3,374
| – | – | 0.06% | 10 |
|
|
2024
Q2 | $401K | Sell |
3,374
-120
| -3% | -$14.3K | 0.07% | 10 |
|
|
2024
Q1 | $403K | Hold |
3,494
| – | – | 0.09% | 11 |
|
|
2023
Q4 | $368K | Hold |
3,494
| – | – | 0.09% | 10 |
|
|
2023
Q3 | $329K | Hold |
3,494
| – | – | 0.1% | 11 |
|
|
2023
Q2 | $342K | Hold |
3,494
| – | – | 0.11% | 12 |
|
|
2023
Q1 | $316K | Hold |
3,494
| – | – | 0.12% | 10 |
|
|
2022
Q4 | $278K | Hold |
3,494
| – | – | 0.18% | 10 |
|
|
2022
Q3 | $278K | Hold |
3,494
| – | – | 0.18% | 10 |
|
|
2022
Q2 | $293K | Buy |
3,494
+1,000
| +40% | +$83.9K | 0.19% | 11 |
|
|
2022
Q1 | $252K | Sell |
2,494
-1,000
| -29% | -$101K | 0.17% | 11 |
|
|
2021
Q4 | $374K | Hold |
3,494
| – | – | 0.21% | 13 |
|
|
2021
Q3 | $344K | Hold |
3,494
| – | – | 0.22% | 13 |
|
|
2021
Q2 | $345K | Sell |
3,494
-20
| -0.6% | -$1.98K | 0.17% | 14 |
|
|
2021
Q1 | $323K | Hold |
3,514
| – | – | 0.17% | 8 |
|
|
2020
Q4 | $302K | Sell |
3,514
-40
| -1% | -$3.44K | 0.15% | 12 |
|
|
2020
Q3 | $268K | Hold |
3,554
| – | – | 0.16% | 13 |
|
|
2020
Q2 | $247K | Hold |
3,554
| – | – | 0.15% | 12 |
|
|
2020
Q1 | $203K | Hold |
3,554
| – | – | 0.17% | 14 |
|
|
2019
Q4 | $258K | Buy |
+3,554
| New | +$258K | 0.17% | 14 |
|