IA
IFP Advisors’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 | $20.5M | Sell |
151,526
-7,577
| -5% | -$1.02M | 0.58% | 31 |
|
|
2025
Q1 | $19.4M | Sell |
159,103
-4,101
| -3% | -$500K | 0.6% | 26 |
|
|
2024
Q4 | $21M | Buy |
163,204
+1,583
| +1% | +$204K | 0.69% | 23 |
|
|
2024
Q3 | $20.3M | Sell |
161,621
-3,326
| -2% | -$418K | 0.73% | 21 |
|
|
2024
Q2 | $19.6M | Sell |
164,947
-1,807
| -1% | -$215K | 0.78% | 21 |
|
|
2024
Q1 | $19.2M | Sell |
166,754
-12,347
| -7% | -$1.42M | 0.84% | 17 |
|
|
2023
Q4 | $18.8M | Buy |
179,101
+19,916
| +13% | +$2.1M | 0.89% | 15 |
|
|
2023
Q3 | $15M | Sell |
159,185
-10,153
| -6% | -$956K | 0.67% | 30 |
|
|
2023
Q2 | $16.6M | Sell |
169,338
-193,056
| -53% | -$18.9M | 0.69% | 26 |
|
|
2023
Q1 | $22.8M | Sell |
362,394
-18,922
| -5% | -$1.19M | 0.99% | 11 |
|
|
2022
Q4 | $24.1M | Buy |
381,316
+150,883
| +65% | +$9.53M | 0.64% | 18 |
|
|
2022
Q3 | $14.6M | Buy |
230,433
+51,180
| +29% | +$3.24M | 0.38% | 45 |
|
|
2022
Q2 | $11.4M | Hold |
179,253
| – | – | 0.36% | 53 |
|
|
2022
Q1 | $11.4M | Buy |
179,253
+73,318
| +69% | +$4.64M | 0.36% | 53 |
|
|
2021
Q4 | $11.3M | Sell |
105,935
-10,738
| -9% | -$1.15M | 0.22% | 48 |
|
|
2021
Q3 | $11.5M | Sell |
116,673
-4,137
| -3% | -$408K | 0.23% | 49 |
|
|
2021
Q2 | $11.9M | Buy |
120,810
+1,554
| +1% | +$153K | 0.25% | 42 |
|
|
2021
Q1 | $10.9M | Sell |
119,256
-1,727
| -1% | -$158K | 0.21% | 42 |
|
|
2020
Q4 | $10.4M | Sell |
120,983
-2,797
| -2% | -$241K | 0.42% | 34 |
|
|
2020
Q3 | $9.34M | Sell |
123,780
-25,050
| -17% | -$1.89M | 0.56% | 32 |
|
|
2020
Q2 | $10.2M | Sell |
148,830
-26,973
| -15% | -$1.85M | 0.81% | 19 |
|
|
2020
Q1 | $10.2M | Sell |
175,803
-5,145
| -3% | -$299K | 1.03% | 13 |
|
|
2019
Q4 | $13.2M | Buy |
180,948
+15,199
| +9% | +$1.11M | 0.99% | 11 |
|
|
2019
Q3 | $11.1M | Buy |
+165,749
| New | +$11.1M | 0.74% | 17 |
|
|
2019
Q1 | $3.73M | Sell |
57,917
-135,893
| -70% | -$8.75M | 0.51% | 27 |
|
|
2018
Q4 | $10.9M | Buy |
193,810
+12,468
| +7% | +$701K | 0.66% | 16 |
|
|
2018
Q3 | $12.1M | Sell |
181,342
-1,992
| -1% | -$133K | 0.49% | 33 |
|
|
2018
Q2 | $11.5M | Sell |
183,334
-23,401
| -11% | -$1.46M | 0.48% | 33 |
|
|
2018
Q1 | $12.6M | Hold |
206,735
| – | – | 0.57% | 26 |
|
|
2017
Q4 | $12.6M | Buy |
206,735
+15,554
| +8% | +$951K | 0.57% | 26 |
|
|
2017
Q3 | $11M | Buy |
191,181
+10,196
| +6% | +$588K | 0.44% | 43 |
|
|
2017
Q2 | $10M | Buy |
180,985
+58,695
| +48% | +$3.25M | 0.43% | 46 |
|
|
2017
Q1 | $6.61M | Sell |
122,290
-54,891
| -31% | -$2.97M | 0.29% | 74 |
|
|
2016
Q4 | $9.09M | Buy |
177,181
+13,126
| +8% | +$673K | 0.44% | 41 |
|
|
2016
Q3 | $8.13M | Buy |
164,055
+144,900
| +756% | +$7.18M | 0.42% | 45 |
|
|
2016
Q2 | $1.83M | Sell |
19,155
-38,762
| -67% | -$3.69M | 0.1% | 226 |
|
|
2016
Q1 | $3.73M | Buy |
57,917
+31,235
| +117% | +$2.01M | 0.51% | 27 |
|
|
2015
Q4 | $2.48M | Buy |
+26,682
| New | +$2.48M | 0.17% | 129 |
|