FAM
Flaharty Asset Management’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 | $163K | Hold |
1,206
| – | – | 0.03% | 93 |
|
2025
Q1 | $147K | Sell |
1,206
-425
| -26% | -$51.9K | 0.02% | 134 |
|
2024
Q4 | $210K | Hold |
1,631
| – | – | 0.03% | 123 |
|
2024
Q3 | $205K | Buy |
+1,631
| New | +$205K | 0.03% | 114 |
|
2024
Q1 | – | Sell |
-1,931
| Closed | -$203K | – | 120 |
|
2023
Q4 | $203K | Hold |
1,931
| – | – | 0.03% | 116 |
|
2023
Q3 | $182K | Buy |
+1,931
| New | +$182K | 0.03% | 117 |
|
2022
Q1 | – | Sell |
-2,400
| Closed | -$257K | – | 132 |
|
2021
Q4 | $257K | Hold |
2,400
| – | – | 0.05% | 108 |
|
2021
Q3 | $236K | Buy |
+2,400
| New | +$236K | 0.05% | 117 |
|