Farther Finance 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
Q2 | $5.93M | Buy |
43,883
+1,604
| +4% | +$217K | 0.12% | 163 |
|
|
2025
Q1 | $5.18M | Buy |
42,279
+3,744
| +10% | +$458K | 0.13% | 147 |
|
|
2024
Q4 | $4.96M | Buy |
38,535
+2,186
| +6% | +$281K | 0.18% | 105 |
|
|
2024
Q3 | $4.57M | Buy |
36,349
+1,238
| +4% | +$156K | 0.17% | 105 |
|
|
2024
Q2 | $4.18M | Buy |
35,111
+223
| +0.6% | +$26.5K | 0.2% | 88 |
|
|
2024
Q1 | $4.01M | Buy |
34,888
+1,030
| +3% | +$118K | 0.24% | 83 |
|
|
2023
Q4 | $3.56M | Buy |
33,858
+24,054
| +245% | +$2.53M | 0.26% | 78 |
|
|
2023
Q3 | $923K | Buy |
9,804
+4,656
| +90% | +$439K | 0.15% | 126 |
|
|
2023
Q2 | $504K | Sell |
5,148
-1,818
| -26% | -$178K | 0.11% | 159 |
|
|
2023
Q1 | $631K | Buy |
6,966
+2,811
| +68% | +$255K | 0.18% | 106 |
|
|
2022
Q4 | $352K | Buy |
+4,155
| New | +$352K | 0.14% | 146 |
|