Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $616K | Hold |
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|
2024
Q1 | $598K | Sell |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $514K | Buy |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $433K | Hold |
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|
2022
Q1 | $522K | Hold |
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|
2021
Q4 | $553K | Hold |
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|
2021
Q3 | $509K | Hold |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $474K | Hold |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $308K | Buy |
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