JBA
Johnson Bixby & Associates’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 | $96.1M | Buy |
711,669
+6,193
| +0.9% | +$836K | 13.2% | 2 |
|
|
2025
Q1 | $86.1M | Sell |
705,476
-126,157
| -15% | -$15.4M | 12.87% | 2 |
|
|
2024
Q4 | $107M | Sell |
831,633
-1,833
| -0.2% | -$236K | 16.32% | 1 |
|
|
2024
Q3 | $105M | Sell |
833,466
-236
| -0% | -$29.6K | 15.96% | 1 |
|
|
2024
Q2 | $99M | Buy |
833,702
+15,691
| +2% | +$1.86M | 16.59% | 1 |
|
|
2024
Q1 | $94.3M | Buy |
818,011
+6,642
| +0.8% | +$766K | 16.39% | 1 |
|
|
2023
Q4 | $85.4M | Buy |
811,369
+22,014
| +3% | +$2.32M | 16.12% | 1 |
|
|
2023
Q3 | $74.3M | Buy |
789,355
+47,598
| +6% | +$4.48M | 15.5% | 1 |
|
|
2023
Q2 | $72.6M | Buy |
741,757
+28,270
| +4% | +$2.77M | 15.05% | 1 |
|
|
2023
Q1 | $64.6M | Buy |
713,487
+105,583
| +17% | +$9.56M | 14.26% | 1 |
|
|
2022
Q4 | $51.6M | Buy |
607,904
+12,356
| +2% | +$1.05M | 11.99% | 1 |
|
|
2022
Q3 | $47.4M | Sell |
595,548
-61,601
| -9% | -$4.9M | 11.89% | 2 |
|
|
2022
Q2 | $55.1M | Buy |
657,149
+62,411
| +10% | +$5.23M | 13.43% | 1 |
|
|
2022
Q1 | $60M | Sell |
594,738
-12,856
| -2% | -$1.3M | 15.47% | 1 |
|
|
2021
Q4 | $65M | Buy |
607,594
+27,574
| +5% | +$2.95M | 17.22% | 1 |
|
|
2021
Q3 | $57.1M | Buy |
580,020
+10,509
| +2% | +$1.03M | 16.52% | 1 |
|
|
2021
Q2 | $57.2M | Sell |
569,511
-1,797
| -0.3% | -$180K | 16.52% | 1 |
|
|
2021
Q1 | $52.3M | Buy |
571,308
+19,256
| +3% | +$1.76M | 16.54% | 1 |
|
|
2020
Q4 | $47.6M | Buy |
+552,052
| New | +$47.6M | 15.74% | 1 |
|