Fortem Financial Group’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 | – | Sell |
-3,428
| Closed | -$418K | – | 182 |
|
2025
Q1 | $418K | Hold |
3,428
| – | – | 0.16% | 129 |
|
2024
Q4 | $441K | Hold |
3,428
| – | – | 0.17% | 126 |
|
2024
Q3 | $431K | Hold |
3,428
| – | – | 0.18% | 125 |
|
2024
Q2 | $407K | Buy |
+3,428
| New | +$407K | 0.18% | 121 |
|
2021
Q1 | – | Sell |
-875
| Closed | -$75K | – | 301 |
|
2020
Q4 | $75K | Buy |
+875
| New | +$75K | 0.04% | 201 |
|