JMG Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Hold |
2,376
| – | – | 0.01% | 103 |
|
|
2025
Q1 | $290K | Hold |
2,376
| – | – | 0.01% | 105 |
|
|
2024
Q4 | $306K | Hold |
2,376
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $298K | Hold |
2,376
| – | – | 0.01% | 105 |
|
|
2024
Q2 | $282K | Hold |
2,376
| – | – | 0.01% | 106 |
|
|
2024
Q1 | $274K | Sell |
2,376
-372
| -14% | -$42.9K | 0.01% | 109 |
|
|
2023
Q4 | $289K | Buy |
+2,748
| New | +$289K | 0.01% | 104 |
|