GF
Gries Financial’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 | $2.98M | Hold |
22,104
| – | – | 0.54% | 34 |
|
|
2025
Q1 | $2.7M | Buy |
22,104
+564
| +3% | +$68.8K | 0.52% | 35 |
|
|
2024
Q4 | $2.77M | Buy |
21,540
+80
| +0.4% | +$10.3K | 0.49% | 39 |
|
|
2024
Q3 | $2.7M | Sell |
21,460
-111
| -0.5% | -$13.9K | 0.5% | 38 |
|
|
2024
Q2 | $2.56M | Buy |
21,571
+176
| +0.8% | +$20.9K | 0.53% | 42 |
|
|
2024
Q1 | $2.47M | Sell |
21,395
-15,996
| -43% | -$1.84M | 0.41% | 60 |
|
|
2023
Q4 | $3.93M | Sell |
37,391
-523
| -1% | -$55K | 0.86% | 18 |
|
|
2023
Q3 | $3.57M | Buy |
37,914
+285
| +0.8% | +$26.8K | 0.96% | 19 |
|
|
2023
Q2 | $3.68M | Hold |
37,629
| – | – | 1.02% | 16 |
|
|
2023
Q1 | $3.41M | Sell |
37,629
-85
| -0.2% | -$7.7K | 1.01% | 17 |
|
|
2022
Q4 | $3.2M | Sell |
37,714
-223
| -0.6% | -$18.9K | 1.06% | 23 |
|
|
2022
Q3 | $3.02M | Sell |
37,937
-259
| -0.7% | -$20.6K | 1.28% | 14 |
|
|
2022
Q2 | $3.2M | Sell |
38,196
-103
| -0.3% | -$8.63K | 1.52% | 10 |
|
|
2022
Q1 | $3.87M | Buy |
38,299
+373
| +1% | +$37.7K | 1.42% | 11 |
|
|
2021
Q4 | $4.06M | Buy |
37,926
+103
| +0.3% | +$11K | 1.66% | 11 |
|
|
2021
Q3 | $3.72M | Hold |
37,823
| – | – | 1.17% | 16 |
|
|
2021
Q2 | $3.81M | Hold |
37,823
| – | – | 1.22% | 15 |
|
|
2021
Q1 | $3.55M | Buy |
+37,823
| New | +$3.55M | 1.13% | 16 |
|