BFWA
Benchmark Financial Wealth Advisors’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 | $17.4M | Sell |
128,620
-2,384
| -2% | -$322K | 5.74% | 4 |
|
|
2025
Q1 | $16M | Sell |
131,004
-51,444
| -28% | -$6.28M | 6.03% | 4 |
|
|
2024
Q4 | $23.5M | Sell |
182,448
-1,321
| -0.7% | -$170K | 7.52% | 4 |
|
|
2024
Q3 | $23.1M | Sell |
183,769
-5,390
| -3% | -$677K | 7.7% | 4 |
|
|
2024
Q2 | $22.5M | Sell |
189,159
-9,075
| -5% | -$1.08M | 8.32% | 4 |
|
|
2024
Q1 | $22.9M | Buy |
198,234
+1,401
| +0.7% | +$162K | 8.73% | 4 |
|
|
2023
Q4 | $20.7M | Sell |
196,833
-3,180
| -2% | -$335K | 8.93% | 4 |
|
|
2023
Q3 | $18.8M | Buy |
200,013
+1,855
| +0.9% | +$175K | 8.85% | 5 |
|
|
2023
Q2 | $19.4M | Buy |
198,158
+2,992
| +2% | +$293K | 8.99% | 5 |
|
|
2023
Q1 | $17.7M | Buy |
195,166
+2,070
| +1% | +$187K | 9.08% | 4 |
|
|
2022
Q4 | $16.4M | Sell |
193,096
-16,217
| -8% | -$1.38M | 8.91% | 2 |
|
|
2022
Q3 | $16.6M | Sell |
209,313
-4,214
| -2% | -$335K | 9.79% | 2 |
|
|
2022
Q2 | $17.9M | Sell |
213,527
-16,494
| -7% | -$1.38M | 9.17% | 2 |
|
|
2022
Q1 | $23.2M | Sell |
230,021
-6,344
| -3% | -$640K | 9.86% | 2 |
|
|
2021
Q4 | $25.3M | Buy |
236,365
+20,178
| +9% | +$2.16M | 10.57% | 2 |
|
|
2021
Q3 | $21.3M | Buy |
216,187
+9,344
| +5% | +$919K | 10.11% | 2 |
|
|
2021
Q2 | $20.4M | Buy |
206,843
+12,750
| +7% | +$1.26M | 9.75% | 2 |
|
|
2021
Q1 | $17.8M | Sell |
194,093
-2,176
| -1% | -$199K | 9.7% | 2 |
|
|
2020
Q4 | $16.9M | Buy |
196,269
+9,224
| +5% | +$795K | 9.31% | 2 |
|
|
2020
Q3 | $14.1M | Buy |
187,045
+18,930
| +11% | +$1.43M | 9.1% | 2 |
|
|
2020
Q2 | $11.7M | Buy |
168,115
+96,428
| +135% | +$6.7M | 8.58% | 2 |
|
|
2020
Q1 | $4.1M | Buy |
71,687
+28,760
| +67% | +$1.65M | 4.13% | 8 |
|
|
2019
Q4 | $3.12M | Buy |
42,927
+25,413
| +145% | +$1.85M | 2.58% | 9 |
|
|
2019
Q3 | $1.18M | Buy |
+17,514
| New | +$1.18M | 1.15% | 12 |
|