Fairfield Financial Advisors’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
Q1 | – | Sell |
-162
| Closed | -$20.8K | – | 128 |
|
|
2024
Q4 | $20.8K | Sell |
162
-100
| -38% | -$12.9K | 0.01% | 170 |
|
|
2024
Q3 | $32.9K | Hold |
262
| – | – | 0.01% | 162 |
|
|
2024
Q2 | $31.1K | Buy |
+262
| New | +$31.1K | 0.01% | 153 |
|
|
2023
Q4 | $27.6K | Hold |
262
| – | – | 0.01% | 182 |
|
|
2023
Q3 | $24.7K | Hold |
262
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $25.6K | Hold |
262
| – | – | 0.01% | 177 |
|
|
2023
Q1 | $23.4K | Hold |
262
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $22.2K | Hold |
262
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $20.8K | Buy |
+262
| New | +$20.8K | 0.01% | 167 |
|