JWA
JFS Wealth 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 | $755K | Buy |
5,594
+81
| +1% | +$10.9K | 0.05% | 176 |
|
|
2025
Q1 | $673K | Buy |
5,513
+191
| +4% | +$23.3K | 0.05% | 175 |
|
|
2024
Q4 | $685K | Sell |
5,322
-15
| -0.3% | -$1.93K | 0.05% | 166 |
|
|
2024
Q3 | $670K | Buy |
5,337
+278
| +5% | +$34.9K | 0.04% | 175 |
|
|
2024
Q2 | $601K | Sell |
5,059
-158
| -3% | -$18.8K | 0.05% | 145 |
|
|
2024
Q1 | $601K | Sell |
5,217
-118
| -2% | -$13.6K | 0.05% | 147 |
|
|
2023
Q4 | $561K | Buy |
5,335
+491
| +10% | +$51.7K | 0.05% | 143 |
|
|
2023
Q3 | $456K | Buy |
4,844
+10
| +0.2% | +$942 | 0.04% | 153 |
|
|
2023
Q2 | $473K | Buy |
4,834
+339
| +8% | +$33.2K | 0.04% | 153 |
|
|
2023
Q1 | $407K | Buy |
4,495
+5
| +0.1% | +$453 | 0.04% | 161 |
|
|
2022
Q4 | $381K | Buy |
4,490
+266
| +6% | +$22.6K | 0.04% | 163 |
|
|
2022
Q3 | $336K | Sell |
4,224
-11
| -0.3% | -$875 | 0.04% | 172 |
|
|
2022
Q2 | $355K | Buy |
4,235
+73
| +2% | +$6.12K | 0.04% | 161 |
|
|
2022
Q1 | $420K | Sell |
4,162
-41
| -1% | -$4.14K | 0.04% | 170 |
|
|
2021
Q4 | $450K | Buy |
4,203
+70
| +2% | +$7.5K | 0.04% | 164 |
|
|
2021
Q3 | $407K | Sell |
4,133
-554
| -12% | -$54.6K | 0.04% | 161 |
|
|
2021
Q2 | $463K | Sell |
4,687
-289
| -6% | -$28.5K | 0.07% | 124 |
|
|
2021
Q1 | $456K | Buy |
4,976
+34
| +0.7% | +$3.12K | 0.09% | 109 |
|
|
2020
Q4 | $426K | Buy |
4,942
+44
| +0.9% | +$3.79K | 0.09% | 102 |
|
|
2020
Q3 | $370K | Buy |
4,898
+7
| +0.1% | +$529 | 0.09% | 103 |
|
|
2020
Q2 | $340K | Sell |
4,891
-5
| -0.1% | -$348 | 0.09% | 103 |
|
|
2020
Q1 | $280K | Buy |
4,896
+147
| +3% | +$8.41K | 0.08% | 103 |
|
|
2019
Q4 | $345K | Buy |
4,749
+323
| +7% | +$23.5K | 0.09% | 112 |
|
|
2019
Q3 | $297K | Buy |
4,426
+640
| +17% | +$42.9K | 0.08% | 119 |
|
|
2019
Q2 | $252K | Buy |
3,786
+218
| +6% | +$14.5K | 0.06% | 124 |
|
|
2019
Q1 | $230K | Buy |
3,568
+403
| +13% | +$26K | 0.06% | 129 |
|
|
2018
Q4 | $180K | Buy |
3,165
+2,119
| +203% | +$121K | 0.05% | 139 |
|
|
2018
Q3 | $70K | Buy |
1,046
+2
| +0.2% | +$134 | 0.02% | 222 |
|
|
2018
Q2 | $65K | Buy |
1,044
+938
| +885% | +$58.4K | 0.02% | 226 |
|
|
2018
Q1 | $6K | Sell |
106
-4,274
| -98% | -$242K | ﹤0.01% | 405 |
|
|
2017
Q4 | $268K | Buy |
4,380
+101
| +2% | +$6.18K | 0.07% | 120 |
|
|
2017
Q3 | $247K | Buy |
4,279
+214
| +5% | +$12.4K | 0.06% | 119 |
|
|
2017
Q2 | $225K | Buy |
+4,065
| New | +$225K | 0.06% | 111 |
|