EFA
Evernest Financial 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 | $306K | Hold |
2,267
| – | – | 0.1% | 139 |
|
|
2025
Q1 | $277K | Hold |
2,267
| – | – | 0.1% | 133 |
|
|
2024
Q4 | $292K | Hold |
2,267
| – | – | 0.08% | 136 |
|
|
2024
Q3 | $285K | Sell |
2,267
-733
| -24% | -$92.1K | 0.08% | 133 |
|
|
2024
Q2 | $356K | Hold |
3,000
| – | – | 0.16% | 97 |
|
|
2024
Q1 | $326K | Hold |
3,000
| – | – | 0.15% | 99 |
|
|
2023
Q4 | $316K | Buy |
+3,000
| New | +$316K | 0.16% | 107 |
|
|
2021
Q4 | $331K | Buy |
+3,000
| New | +$331K | 0.17% | 96 |
|