AFG
Albion Financial Group’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 | $930K | Hold |
6,885
| – | – | 0.06% | 113 |
|
|
2025
Q1 | $840K | Buy |
6,885
+4,130
| +150% | +$504K | 0.06% | 124 |
|
|
2024
Q4 | $354K | Hold |
2,755
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $346K | Sell |
2,755
-3,808
| -58% | -$478K | 0.02% | 151 |
|
|
2024
Q2 | $780K | Buy |
+6,563
| New | +$780K | 0.06% | 119 |
|