Frazier Financial Advisors’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 | $112K | Buy |
831
+2
| +0.2% | +$270 | 0.08% | 91 |
|
2025
Q1 | $101K | Buy |
829
+175
| +27% | +$21.4K | 0.08% | 83 |
|
2024
Q4 | $84.4K | Buy |
654
+177
| +37% | +$22.8K | 0.07% | 94 |
|
2024
Q3 | $60K | Buy |
477
+1
| +0.2% | +$126 | 0.05% | 126 |
|
2024
Q2 | $56.5K | Sell |
476
-628
| -57% | -$74.5K | 0.04% | 132 |
|
2024
Q1 | $127K | Buy |
1,104
+417
| +61% | +$48.1K | 0.1% | 83 |
|
2023
Q4 | $72.3K | Buy |
+687
| New | +$72.3K | 0.06% | 109 |
|