AFS
Aft Forsyth & Sober’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 | $1.66M | Hold |
12,275
| – | – | 0.56% | 45 |
|
|
2025
Q1 | $1.5M | Sell |
12,275
-57,000
| -82% | -$6.95M | 0.52% | 53 |
|
|
2024
Q4 | $8.91M | Sell |
69,275
-1,300
| -2% | -$167K | 2.89% | 9 |
|
|
2024
Q3 | $8.87M | Sell |
70,575
-830
| -1% | -$104K | 2.92% | 9 |
|
|
2024
Q2 | $8.48M | Sell |
71,405
-19,750
| -22% | -$2.35M | 2.91% | 8 |
|
|
2024
Q1 | $10.5M | Sell |
91,155
-45,000
| -33% | -$5.19M | 3.7% | 6 |
|
|
2023
Q4 | $14.3M | Sell |
136,155
-10,250
| -7% | -$1.08M | 5.52% | 6 |
|
|
2023
Q3 | $13.8M | Hold |
146,405
| – | – | 5.82% | 5 |
|
|
2023
Q2 | $14.3M | Buy |
+146,405
| New | +$14.3M | 5.94% | 5 |
|
|
2023
Q1 | – | Sell |
-151,455
| Closed | -$12.8M | – | 82 |
|
|
2022
Q4 | $12.8M | Sell |
151,455
-2,500
| -2% | -$212K | 5.78% | 6 |
|
|
2022
Q3 | $12.2M | Hold |
153,955
| – | – | 5.96% | 6 |
|
|
2022
Q2 | $12.9M | Sell |
153,955
-1,675
| -1% | -$140K | 6% | 6 |
|
|
2022
Q1 | $15.7M | Hold |
155,630
| – | – | 6.19% | 5 |
|
|
2021
Q4 | $16.6M | Buy |
155,630
+1,650
| +1% | +$177K | 5.84% | 6 |
|
|
2021
Q3 | $15.1M | Hold |
153,980
| – | – | 5.69% | 6 |
|
|
2021
Q2 | $15.2M | Buy |
153,980
+4,100
| +3% | +$405K | 5.72% | 6 |
|
|
2021
Q1 | $13.7M | Buy |
149,880
+76,350
| +104% | +$6.99M | 5.62% | 6 |
|
|
2020
Q4 | $6.34M | Buy |
73,530
+70,455
| +2,291% | +$6.07M | 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% | -$2.47M | 1.88% | 14 |
|
|
2019
Q4 | $3.36M | Buy |
+46,250
| New | +$3.36M | 3.08% | 8 |
|
|
2016
Q4 | $180K | Hold |
3,500
| – | – | 0.29% | 18 |
|
|
2016
Q3 | $173K | Buy |
3,500
+1,750
| +100% | +$86.5K | 0.26% | 19 |
|
|
2016
Q2 | $167K | Sell |
1,750
-500
| -22% | -$47.7K | 1.15% | 17 |
|
|
2016
Q1 | $210K | Sell |
2,250
-19,650
| -90% | -$1.83M | 1.63% | 15 |
|
|
2015
Q4 | $2.03M | Hold |
21,900
| – | – | 0.5% | 15 |
|
|
2015
Q3 | $1.92M | Hold |
21,900
| – | – | 0.48% | 15 |
|
|
2015
Q2 | $2.07M | Hold |
21,900
| – | – | 0.47% | 15 |
|
|
2015
Q1 | $2.08M | Sell |
21,900
-200
| -0.9% | -$19K | 0.47% | 16 |
|
|
2014
Q4 | $2.08M | Buy |
+22,100
| New | +$2.08M | 0.46% | 16 |
|