CFO4Life Group’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 | $621K | Sell |
4,600
-254
| -5% | -$34.3K | 0.1% | 108 |
|
2025
Q1 | $592K | Buy |
4,854
+254
| +6% | +$31K | 0.1% | 108 |
|
2024
Q4 | $592K | Hold |
4,600
| – | – | 0.1% | 107 |
|
2024
Q3 | $578K | Hold |
4,600
| – | – | 0.1% | 111 |
|
2024
Q2 | $546K | Sell |
4,600
-363
| -7% | -$43.1K | 0.1% | 106 |
|
2024
Q1 | $572K | Buy |
4,963
+363
| +8% | +$41.9K | 0.1% | 105 |
|
2023
Q4 | $484K | Hold |
4,600
| – | – | 0.09% | 112 |
|
2023
Q3 | $433K | Hold |
4,600
| – | – | 0.1% | 104 |
|
2023
Q2 | $450K | Hold |
4,600
| – | – | 0.1% | 105 |
|
2023
Q1 | $417K | Hold |
4,600
| – | – | 0.09% | 106 |
|
2022
Q4 | $390K | Hold |
4,600
| – | – | 0.08% | 120 |
|
2022
Q3 | $366K | Hold |
4,600
| – | – | 0.1% | 97 |
|
2022
Q2 | $390K | Hold |
4,600
| – | – | 0.1% | 100 |
|
2022
Q1 | $464K | Hold |
4,600
| – | – | 0.1% | 97 |
|
2021
Q4 | $492K | Hold |
4,600
| – | – | 0.1% | 97 |
|
2021
Q3 | $453K | Hold |
4,600
| – | – | 0.11% | 95 |
|
2021
Q2 | $454K | Hold |
4,600
| – | – | 0.1% | 91 |
|
2021
Q1 | $421K | Hold |
4,600
| – | – | 0.1% | 97 |
|
2020
Q4 | $397K | Hold |
4,600
| – | – | 0.11% | 101 |
|
2020
Q3 | $347K | Hold |
4,600
| – | – | 0.12% | 98 |
|
2020
Q2 | $319K | Hold |
4,600
| – | – | 0.12% | 88 |
|
2020
Q1 | $263K | Sell |
4,600
-16,500
| -78% | -$943K | 0.14% | 91 |
|
2019
Q4 | $1.53M | Hold |
21,100
| – | – | 0.65% | 29 |
|
2019
Q3 | $1.42M | Buy |
21,100
+3,500
| +20% | +$235K | 0.63% | 30 |
|
2019
Q2 | $1.17M | Buy |
17,600
+13,000
| +283% | +$866K | 0.54% | 37 |
|
2019
Q1 | $296K | Hold |
4,600
| – | – | 0.14% | 91 |
|
2018
Q4 | $261K | Hold |
4,600
| – | – | 0.11% | 94 |
|
2018
Q3 | $306K | Hold |
4,600
| – | – | 0.14% | 99 |
|
2018
Q2 | $288K | Buy |
+4,600
| New | +$288K | 0.12% | 102 |
|