JFS Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $704K | Sell |
|
|||||
|
2025
Q2 | $755K | Buy |
|
|||||
|
2025
Q1 | $673K | Buy |
|
|||||
|
2024
Q4 | $685K | Sell |
|
|||||
|
2024
Q3 | $670K | Buy |
|
|||||
|
2024
Q2 | $601K | Sell |
|
|||||
|
2024
Q1 | $601K | Sell |
|
|||||
|
2023
Q4 | $561K | Buy |
|
|||||
|
2023
Q3 | $456K | Buy |
|
|||||
|
2023
Q2 | $473K | Buy |
|
|||||
|
2023
Q1 | $407K | Buy |
|
|||||
|
2022
Q4 | $381K | Buy |
|
|||||
|
2022
Q3 | $336K | Sell |
|
|||||
|
2022
Q2 | $355K | Buy |
|
|||||
|
2022
Q1 | $420K | Sell |
|
|||||
|
2021
Q4 | $450K | Buy |
|
|||||
|
2021
Q3 | $407K | Sell |
|
|||||
|
2021
Q2 | $463K | Sell |
|
|||||
|
2021
Q1 | $456K | Buy |
|
|||||
|
2020
Q4 | $426K | Buy |
|
|||||
|
2020
Q3 | $370K | Buy |
|
|||||
|
2020
Q2 | $340K | Sell |
|
|||||
|
2020
Q1 | $280K | Buy |
|
|||||
|
2019
Q4 | $345K | Buy |
|
|||||
|
2019
Q3 | $297K | Buy |
|
|||||
|
2019
Q2 | $252K | Buy |
|
|||||
|
2019
Q1 | $230K | Buy |
|
|||||
|
2018
Q4 | $180K | Buy |
|
|||||
|
2018
Q3 | $70K | Buy |
|
|||||
|
2018
Q2 | $65K | Buy |
|
|||||
|
2018
Q1 | $6K | Sell |
|
|||||
|
2017
Q4 | $268K | Buy |
|
|||||
|
2017
Q3 | $247K | Buy |
|
|||||
|
2017
Q2 | $225K | Buy |
|