Founders Financial Alliance’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 | $285K | Sell |
2,107
-55
| -3% | -$7.43K | 0.06% | 263 |
|
|
2025
Q1 | $264K | Buy |
2,162
+1
| +0% | +$122 | 0.06% | 279 |
|
|
2024
Q4 | $278K | Buy |
2,161
+1
| +0% | +$129 | 0.08% | 225 |
|
|
2024
Q3 | $271K | Sell |
2,160
-10
| -0.5% | -$1.26K | 0.08% | 233 |
|
|
2024
Q2 | $258K | Sell |
2,170
-105
| -5% | -$12.5K | 0.08% | 231 |
|
|
2024
Q1 | $262K | Buy |
2,275
+1,214
| +114% | +$140K | 0.08% | 220 |
|
|
2023
Q4 | $112K | Sell |
1,061
-20
| -2% | -$2.11K | 0.04% | 286 |
|
|
2023
Q3 | $102K | Sell |
1,081
-4
| -0.4% | -$377 | 0.04% | 270 |
|
|
2023
Q2 | $106K | Sell |
1,085
-281
| -21% | -$27.5K | 0.04% | 291 |
|
|
2023
Q1 | $124K | Sell |
1,366
-209
| -13% | -$18.9K | 0.06% | 238 |
|
|
2022
Q4 | $134K | Sell |
1,575
-14
| -0.9% | -$1.19K | 0.06% | 248 |
|
|
2022
Q3 | $126K | Sell |
1,589
-90
| -5% | -$7.14K | 0.06% | 242 |
|
|
2022
Q2 | $141K | Sell |
1,679
-192
| -10% | -$16.1K | 0.07% | 234 |
|
|
2022
Q1 | $189K | Hold |
1,871
| – | – | 0.08% | 215 |
|
|
2021
Q4 | $200K | Sell |
1,871
-535
| -22% | -$57.2K | 0.08% | 245 |
|
|
2021
Q3 | $237K | Sell |
2,406
-181
| -7% | -$17.8K | 0.11% | 191 |
|
|
2021
Q2 | $255K | Buy |
2,587
+200
| +8% | +$19.7K | 0.12% | 197 |
|
|
2021
Q1 | $224K | Sell |
2,387
-147
| -6% | -$13.8K | 0.11% | 206 |
|
|
2020
Q4 | $220K | Sell |
2,534
-60
| -2% | -$5.21K | 0.12% | 183 |
|
|
2020
Q3 | $198K | Buy |
+2,594
| New | +$198K | 0.12% | 160 |
|