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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,190
| Closed | -$616K | – | 451 |
|
|
2024
Q2 | $616K | Hold |
5,190
| – | – | 0.06% | 250 |
|
|
2024
Q1 | $598K | Sell |
5,190
-64
| -1% | -$7.38K | 0.06% | 236 |
|
|
2023
Q4 | $553K | Sell |
5,254
-39
| -0.7% | -$4.1K | 0.06% | 234 |
|
|
2023
Q3 | $499K | Buy |
5,293
+39
| +0.7% | +$3.67K | 0.06% | 217 |
|
|
2023
Q2 | $514K | Buy |
5,254
+64
| +1% | +$6.26K | 0.07% | 208 |
|
|
2023
Q1 | $470K | Sell |
5,190
-146
| -3% | -$13.2K | 0.07% | 203 |
|
|
2022
Q4 | $452K | Buy |
5,336
+77
| +1% | +$6.53K | 0.07% | 202 |
|
|
2022
Q3 | $418K | Buy |
5,259
+89
| +2% | +$7.07K | 0.07% | 195 |
|
|
2022
Q2 | $433K | Hold |
5,170
| – | – | 0.08% | 173 |
|
|
2022
Q1 | $522K | Hold |
5,170
| – | – | 0.09% | 165 |
|
|
2021
Q4 | $553K | Hold |
5,170
| – | – | 0.1% | 159 |
|
|
2021
Q3 | $509K | Hold |
5,170
| – | – | 0.1% | 168 |
|
|
2021
Q2 | $511K | Hold |
5,170
| – | – | 0.1% | 171 |
|
|
2021
Q1 | $474K | Hold |
5,170
| – | – | 0.11% | 156 |
|
|
2020
Q4 | $446K | Buy |
5,170
+1,087
| +27% | +$93.8K | 0.11% | 137 |
|
|
2020
Q3 | $308K | Buy |
+4,083
| New | +$308K | 0.1% | 125 |
|