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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.55M | Hold |
10,875
| – | – | 0.47% | 48 |
|
|
2025
Q4 | $1.62M | Sell |
10,875
-1,150
| -10% | -$170K | 0.49% | 44 |
|
|
2025
Q3 | $1.75M | Sell |
12,025
-250
| -2% | -$35.1K | 0.54% | 42 |
|
|
2025
Q2 | $1.66M | Hold |
12,275
| – | – | 0.56% | 45 |
|
|
2025
Q1 | $1.5M | Sell |
12,275
-57,000
| -82% | -$7.35M | 0.52% | 53 |
|
|
2024
Q4 | $8.91M | Sell |
69,275
-1,300
| -2% | -$168K | 2.89% | 9 |
|
|
2024
Q3 | $8.87M | Sell |
70,575
-830
| -1% | -$100K | 2.92% | 9 |
|
|
2024
Q2 | $8.48M | Sell |
71,405
-19,750
| -22% | -$2.27M | 2.91% | 8 |
|
|
2024
Q1 | $10.5M | Sell |
91,155
-45,000
| -33% | -$4.94M | 3.7% | 6 |
|
|
2023
Q4 | $14.3M | Sell |
136,155
-10,250
| -7% | -$1M | 5.52% | 6 |
|
|
2023
Q3 | $13.8M | Hold |
146,405
| – | – | 5.82% | 5 |
|
|
2023
Q2 | $14.3M | Buy |
+146,405
| New | +$13.5M | 5.94% | 5 |
|
|
2023
Q1 | – | Sell |
-151,455
| Closed | -$12.8M | – | 82 |
|
|
2022
Q4 | $12.8M | Sell |
151,455
-2,500
| -2% | -$213K | 5.78% | 6 |
|
|
2022
Q3 | $12.2M | Hold |
153,955
| – | – | 5.96% | 6 |
|
|
2022
Q2 | $12.9M | Sell |
153,955
-1,675
| -1% | -$153K | 6% | 6 |
|
|
2022
Q1 | $15.7M | Hold |
155,630
| – | – | 6.19% | 5 |
|
|
2021
Q4 | $16.6M | Buy |
155,630
+1,650
| +1% | +$172K | 5.84% | 6 |
|
|
2021
Q3 | $15.1M | Hold |
153,980
| – | – | 5.69% | 6 |
|
|
2021
Q2 | $15.2M | Buy |
153,980
+4,100
| +3% | +$394K | 5.72% | 6 |
|
|
2021
Q1 | $13.7M | Buy |
149,880
+76,350
| +104% | +$6.85M | 5.62% | 6 |
|
|
2020
Q4 | $6.34M | Buy |
73,530
+70,455
| +2,291% | +$5.71M | 4.91% | 10 |
|
|
2020
Q3 | $232K | Hold |
3,075
| – | – | 1.8% | 15 |
|
|
2020
Q2 | $214K | Hold |
3,075
| – | – | 1.52% | 16 |
|
|
2020
Q1 | $176K | Sell |
3,075
-43,175
| -93% | -$2.96M | 1.88% | 14 |
|
|
2019
Q4 | $3.36M | Buy |
+46,250
| New | +$3.22M | 3.08% | 8 |
|
|
2016
Q4 | $180K | Hold |
3,500
| – | – | 0.29% | 18 |
|
|
2016
Q3 | $173K | Hold |
3,500
| – | – | 0.26% | 19 |
|
|
2016
Q2 | $167K | Sell |
3,500
-1,000
| -22% | -$47.2K | 1.15% | 17 |
|
|
2016
Q1 | $210K | Sell |
4,500
-39,300
| -90% | -$1.73M | 1.63% | 15 |
|
|
2015
Q4 | $2.03M | Hold |
43,800
| – | – | 0.5% | 15 |
|
|
2015
Q3 | $1.92M | Hold |
43,800
| – | – | 0.48% | 15 |
|
|
2015
Q2 | $2.07M | Hold |
43,800
| – | – | 0.47% | 15 |
|
|
2015
Q1 | $2.08M | Sell |
43,800
-400
| -0.9% | -$18.9K | 0.47% | 16 |
|
|
2014
Q4 | $2.08M | Buy |
+44,200
| New | +$2.03M | 0.46% | 16 |
|
Other funds holding ITOT
FPAS
Aft Forsyth & Sober's ITOT Position: Q1 2026 in Review
Aft Forsyth & Sober held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 10,875 shares worth $1.55M. The position accounts for 0.47% of the portfolio, ranked #48.
Aft Forsyth & Sober first reported a position in ITOT in Q4 2014 and has held it in 34 quarters since. The position peaked at $16.6M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Aft Forsyth & Sober held 10,875 shares of iShares Core S&P Total US Stock Market ETF worth $1.55M as of Q1 2026.
- Aft Forsyth & Sober left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.47% of Aft Forsyth & Sober's portfolio in Q1 2026, its #48 holding.
- Aft Forsyth & Sober first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 34 quarters since.
- Aft Forsyth & Sober's iShares Core S&P Total US Stock Market ETF position peaked at $16.6M in Q4 2021.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Aft Forsyth & Sober's 13F filing for Q1 2026, filed 14 May 2026.