GA
GoalVest Advisory’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 | $256K | Buy |
1,894
+1,364
| +257% | +$184K | 0.06% | 113 |
|
|
2025
Q1 | $64.7K | Hold |
530
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $68.2K | Sell |
530
-80
| -13% | -$10.3K | 0.02% | 168 |
|
|
2024
Q3 | $76.6K | Hold |
610
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $72.5K | Sell |
610
-160
| -21% | -$19K | 0.02% | 155 |
|
|
2024
Q1 | $88.8K | Hold |
770
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $81K | Sell |
770
-150
| -16% | -$15.8K | 0.04% | 103 |
|
|
2023
Q3 | $86.7K | Hold |
920
| – | – | 0.04% | 115 |
|
|
2023
Q2 | $90K | Sell |
920
-27
| -3% | -$2.64K | 0.05% | 105 |
|
|
2023
Q1 | $85.8K | Sell |
947
-284
| -23% | -$25.7K | 0.05% | 93 |
|
|
2022
Q4 | $104K | Buy |
1,231
+24
| +2% | +$2.04K | 0.07% | 88 |
|
|
2022
Q3 | $96K | Sell |
1,207
-58
| -5% | -$4.61K | 0.07% | 93 |
|
|
2022
Q2 | $107K | Buy |
1,265
+260
| +26% | +$22K | 0.07% | 125 |
|
|
2022
Q1 | $101K | Buy |
+1,005
| New | +$101K | 0.06% | 129 |
|
|
2021
Q2 | $99K | Buy |
+1,005
| New | +$99K | 0.06% | 130 |
|
|
2021
Q1 | – | Sell |
-557
| Closed | -$48K | – | 202 |
|
|
2020
Q4 | $48K | Buy |
+557
| New | +$48K | 0.04% | 119 |
|