Aft Forsyth & Sober’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Hold |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $8.91M | Sell |
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|
2024
Q3 | $8.87M | Sell |
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|
2024
Q2 | $8.48M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $14.3M | Sell |
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|
2023
Q3 | $13.8M | Hold |
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|
2023
Q2 | $14.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $12.8M | Sell |
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|
2022
Q3 | $12.2M | Hold |
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|
2022
Q2 | $12.9M | Sell |
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|
2022
Q1 | $15.7M | Hold |
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|
2021
Q4 | $16.6M | Buy |
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|
2021
Q3 | $15.1M | Hold |
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|
2021
Q2 | $15.2M | Buy |
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|
2021
Q1 | $13.7M | Buy |
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|
2020
Q4 | $6.34M | Buy |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $214K | Hold |
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|
2020
Q1 | $176K | Sell |
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|
2019
Q4 | $3.36M | Buy |
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|
2016
Q4 | $180K | Hold |
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|
2016
Q3 | $173K | Hold |
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|
2016
Q2 | $167K | Sell |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $2.03M | Hold |
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|
2015
Q3 | $1.92M | Hold |
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|
2015
Q2 | $2.07M | Hold |
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|
2015
Q1 | $2.08M | Sell |
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|
2014
Q4 | $2.08M | Buy |
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