Barnes Pettey Financial 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 | $356K | Hold |
2,639
| – | – | 0.24% | 73 |
|
|
2025
Q1 | $322K | Hold |
2,639
| – | – | 0.25% | 71 |
|
|
2024
Q4 | $339K | Hold |
2,639
| – | – | 0.26% | 69 |
|
|
2024
Q3 | $332K | Hold |
2,639
| – | – | 0.26% | 67 |
|
|
2024
Q2 | $313K | Hold |
2,639
| – | – | 0.27% | 62 |
|
|
2024
Q1 | $304K | Buy |
2,639
+116
| +5% | +$13.4K | 0.26% | 65 |
|
|
2023
Q4 | $265K | Hold |
2,523
| – | – | 0.22% | 79 |
|
|
2023
Q3 | $238K | Hold |
2,523
| – | – | 0.22% | 82 |
|
|
2023
Q2 | $247K | Hold |
2,523
| – | – | 0.21% | 87 |
|
|
2023
Q1 | $228K | Hold |
2,523
| – | – | 0.22% | 94 |
|
|
2022
Q4 | $214K | Buy |
+2,523
| New | +$214K | 0.22% | 95 |
|