Financial Advocates Investment Management’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 | $241K | Sell |
1,784
-12,559
| -88% | -$1.7M | 0.02% | 546 |
|
|
2025
Q1 | $1.75M | Sell |
14,343
-876
| -6% | -$107K | 0.12% | 186 |
|
|
2024
Q4 | $1.96M | Sell |
15,219
-64
| -0.4% | -$8.23K | 0.11% | 184 |
|
|
2024
Q3 | $2.58M | Buy |
15,283
+1,519
| +11% | +$257K | 0.15% | 151 |
|
|
2024
Q2 | $1.63M | Sell |
13,764
-2,627
| -16% | -$312K | 0.1% | 198 |
|
|
2024
Q1 | $886K | Buy |
16,391
+12,311
| +302% | +$666K | 0.05% | 329 |
|
|
2023
Q4 | $419K | Sell |
4,080
-2,425
| -37% | -$249K | 0.03% | 467 |
|
|
2023
Q3 | $571K | Buy |
6,505
+784
| +14% | +$68.9K | 0.04% | 381 |
|
|
2023
Q2 | $560K | Sell |
5,721
-7,354
| -56% | -$720K | 0.04% | 375 |
|
|
2023
Q1 | $1.18M | Buy |
13,075
+257
| +2% | +$23.3K | 0.09% | 251 |
|
|
2022
Q4 | $1.09M | Sell |
12,818
-211
| -2% | -$17.9K | 0.08% | 261 |
|
|
2022
Q3 | $1.04M | Sell |
13,029
-3,593
| -22% | -$286K | 0.09% | 244 |
|
|
2022
Q2 | $1.39M | Sell |
16,622
-4,869
| -23% | -$408K | 0.11% | 210 |
|
|
2022
Q1 | $2.17M | Buy |
21,491
+13,090
| +156% | +$1.32M | 0.14% | 177 |
|
|
2021
Q4 | $830K | Sell |
8,401
-14,256
| -63% | -$1.41M | 0.05% | 360 |
|
|
2021
Q3 | $2.23M | Buy |
22,657
+1,904
| +9% | +$187K | 0.15% | 162 |
|
|
2021
Q2 | $2.05M | Buy |
20,753
+13,014
| +168% | +$1.29M | 0.14% | 173 |
|
|
2021
Q1 | $705K | Sell |
7,739
-7,097
| -48% | -$647K | 0.05% | 388 |
|
|
2020
Q4 | $1.3M | Sell |
14,836
-10,105
| -41% | -$887K | 0.09% | 252 |
|
|
2020
Q3 | $1.88M | Buy |
24,941
+4,084
| +20% | +$308K | 0.16% | 133 |
|
|
2020
Q2 | $1.46M | Sell |
20,857
-19,463
| -48% | -$1.36M | 0.14% | 175 |
|
|
2020
Q1 | $1.17M | Sell |
40,320
-23,964
| -37% | -$698K | 0.17% | 159 |
|
|
2019
Q4 | $4.67M | Buy |
64,284
+8,802
| +16% | +$640K | 0.5% | 43 |
|
|
2019
Q3 | $3.72M | Buy |
55,482
+9,582
| +21% | +$643K | 0.42% | 58 |
|
|
2019
Q2 | $3.06M | Buy |
45,900
+28,383
| +162% | +$1.89M | 0.35% | 67 |
|
|
2019
Q1 | $1.13M | Buy |
17,517
+4,385
| +33% | +$282K | 0.14% | 169 |
|
|
2018
Q4 | $746K | Sell |
13,132
-3,384
| -20% | -$192K | 0.1% | 200 |
|
|
2018
Q3 | $1.1M | Buy |
16,516
+937
| +6% | +$62.5K | 0.12% | 177 |
|
|
2018
Q2 | $976K | Buy |
15,579
+817
| +6% | +$51.2K | 0.12% | 180 |
|
|
2018
Q1 | $893K | Buy |
14,762
+1,943
| +15% | +$118K | 0.12% | 185 |
|
|
2017
Q4 | $784K | Buy |
+12,819
| New | +$784K | 0.11% | 196 |
|