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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Sell
2025
Q2
$285K Sell
2025
Q1
$264K Buy
2024
Q4
$278K Buy
2024
Q3
$271K Sell
2024
Q2
$258K Sell
2024
Q1
$262K Buy
2023
Q4
$112K Sell
2023
Q3
$102K Sell
2023
Q2
$106K Sell
2023
Q1
$124K Sell
2022
Q4
$134K Sell
2022
Q3
$126K Sell
2022
Q2
$141K Sell
2022
Q1
$189K Hold
2021
Q4
$200K Sell
2021
Q3
$237K Sell
2021
Q2
$255K Buy
2021
Q1
$224K Sell
2020
Q4
$220K Sell
2020
Q3
$198K Buy