CIAS
CFS Investment Advisory Services’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 | $4.71M | Sell |
34,858
-605
| -2% | -$81.7K | 0.39% | 62 |
|
|
2025
Q1 | $4.33M | Buy |
35,463
+4,977
| +16% | +$607K | 0.39% | 59 |
|
|
2024
Q4 | $3.92M | Buy |
30,486
+664
| +2% | +$85.4K | 0.35% | 63 |
|
|
2024
Q3 | $3.75M | Buy |
29,822
+1,581
| +6% | +$199K | 0.31% | 62 |
|
|
2024
Q2 | $3.35M | Buy |
+28,241
| New | +$3.35M | 0.27% | 68 |
|
|
2023
Q3 | – | Sell |
-29,288
| Closed | -$2.87M | – | 197 |
|
|
2023
Q2 | $2.87M | Buy |
+29,288
| New | +$2.87M | 0.37% | 49 |
|
|
2022
Q3 | – | Sell |
-34,014
| Closed | -$2.85M | – | 295 |
|
|
2022
Q2 | $2.85M | Sell |
34,014
-4,076,667
| -99% | -$342M | 0.44% | 44 |
|
|
2022
Q1 | $41K | Buy |
4,110,681
+4,068,882
| +9,734% | +$40.6K | 0.18% | 68 |
|
|
2021
Q4 | $4.19M | Sell |
41,799
-2,036
| -5% | -$204K | 0.56% | 35 |
|
|
2021
Q3 | $4.3M | Buy |
+43,835
| New | +$4.3M | 0.59% | 33 |
|
|
2020
Q4 | $3.9M | Buy |
+45,267
| New | +$3.9M | 0.62% | 31 |
|