CFS Investment Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
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|
2025
Q1 | $4.33M | Buy |
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|
2024
Q4 | $3.92M | Buy |
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|
2024
Q3 | $3.75M | Buy |
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|
2024
Q2 | $3.35M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.87M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $4.19M | Sell |
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|
2021
Q3 | $4.3M | Buy |
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|
2020
Q4 | $3.9M | Buy |
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