GFPC
Global Financial Private Client’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Hold |
1,494
| – | – | 0.08% | 220 |
|
|
2025
Q1 | $182K | Hold |
1,494
| – | – | 0.07% | 207 |
|
|
2024
Q4 | $192K | Hold |
1,494
| – | – | 0.07% | 205 |
|
|
2024
Q3 | $188K | Hold |
1,494
| – | – | 0.07% | 200 |
|
|
2024
Q2 | $177K | Hold |
1,494
| – | – | 0.07% | 191 |
|
|
2024
Q1 | $172K | Hold |
1,494
| – | – | 0.07% | 185 |
|
|
2023
Q4 | $157K | Hold |
1,494
| – | – | 0.07% | 185 |
|
|
2023
Q3 | $140K | Hold |
1,494
| – | – | 0.07% | 184 |
|
|
2023
Q2 | $146K | Hold |
1,494
| – | – | 0.07% | 189 |
|
|
2023
Q1 | $136K | Hold |
1,494
| – | – | 0.07% | 181 |
|
|
2022
Q4 | $127K | Hold |
1,494
| – | – | 0.07% | 174 |
|
|
2022
Q3 | $122K | Hold |
1,494
| – | – | 0.07% | 181 |
|
|
2022
Q2 | $126K | Hold |
1,494
| – | – | 0.07% | 170 |
|
|
2022
Q1 | $151K | Hold |
1,494
| – | – | 0.07% | 157 |
|
|
2021
Q4 | $160K | Hold |
1,494
| – | – | 0.08% | 153 |
|
|
2021
Q3 | $149K | Hold |
1,494
| – | – | 0.08% | 154 |
|
|
2021
Q2 | $148K | Hold |
1,494
| – | – | 0.08% | 148 |
|
|
2021
Q1 | $139K | Hold |
1,494
| – | – | 0.1% | 130 |
|
|
2020
Q4 | $129K | Sell |
1,494
-1,536
| -51% | -$132K | 0.1% | 121 |
|
|
2020
Q3 | $230K | Sell |
3,030
-1,387
| -31% | -$106K | 0.2% | 86 |
|
|
2020
Q2 | $308K | Sell |
4,417
-4,670
| -51% | -$326K | 0.27% | 79 |
|
|
2020
Q1 | $495K | Sell |
9,087
-808
| -8% | -$44K | 0.52% | 46 |
|
|
2019
Q4 | $719K | Buy |
+9,895
| New | +$719K | 0.6% | 39 |
|