Cosner Financial 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 | $20.3M | Sell |
150,627
-5,415
| -3% | -$731K | 11.33% | 2 |
|
|
2025
Q1 | $19M | Buy |
156,042
+1,940
| +1% | +$237K | 11.64% | 2 |
|
|
2024
Q4 | $19.8M | Buy |
154,102
+1,125
| +0.7% | +$145K | 12.56% | 1 |
|
|
2024
Q3 | $19.2M | Sell |
152,977
-1,345
| -0.9% | -$169K | 12.39% | 1 |
|
|
2024
Q2 | $18.3M | Buy |
154,322
+4,328
| +3% | +$514K | 12.96% | 1 |
|
|
2024
Q1 | $17.3M | Buy |
149,994
+2,043
| +1% | +$236K | 12.39% | 1 |
|
|
2023
Q4 | $15.6M | Buy |
147,951
+2,129
| +1% | +$224K | 13.15% | 1 |
|
|
2023
Q3 | $13.7M | Buy |
145,822
+12,971
| +10% | +$1.22M | 12.1% | 1 |
|
|
2023
Q2 | $13M | Buy |
+132,851
| New | +$13M | 10.71% | 2 |
|