JF
JSF Financial’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 | $4.36M | Sell |
32,306
-1,642
| -5% | -$222K | 1.04% | 20 |
|
|
2025
Q1 | $4.14M | Sell |
33,948
-8,786
| -21% | -$1.07M | 1.09% | 21 |
|
|
2024
Q4 | $5.5M | Sell |
42,734
-3,302
| -7% | -$425K | 1.47% | 15 |
|
|
2024
Q3 | $5.78M | Sell |
46,036
-1,674
| -4% | -$210K | 1.69% | 12 |
|
|
2024
Q2 | $5.67M | Sell |
47,710
-3,595
| -7% | -$427K | 1.74% | 13 |
|
|
2024
Q1 | $5.92M | Sell |
51,305
-4,451
| -8% | -$513K | 1.85% | 12 |
|
|
2023
Q4 | $5.87M | Sell |
55,756
-1,395
| -2% | -$147K | 2.03% | 11 |
|
|
2023
Q3 | $5.38M | Sell |
57,151
-5,711
| -9% | -$538K | 2.09% | 10 |
|
|
2023
Q2 | $6.15M | Sell |
62,862
-2,982
| -5% | -$292K | 2.18% | 12 |
|
|
2023
Q1 | $5.96M | Sell |
65,844
-24,690
| -27% | -$2.24M | 2.23% | 12 |
|
|
2022
Q4 | $7.68M | Buy |
90,534
+2,505
| +3% | +$212K | 2.87% | 11 |
|
|
2022
Q3 | $7M | Buy |
88,029
+71,867
| +445% | +$5.72M | 2.66% | 11 |
|
|
2022
Q2 | $1.35M | Buy |
16,162
+1,408
| +10% | +$118K | 0.61% | 31 |
|
|
2022
Q1 | $1.49M | Buy |
14,754
+909
| +7% | +$91.7K | 0.63% | 29 |
|
|
2021
Q4 | $1.48M | Sell |
13,845
-82
| -0.6% | -$8.77K | 0.72% | 21 |
|
|
2021
Q3 | $1.37M | Sell |
13,927
-66
| -0.5% | -$6.49K | 0.68% | 19 |
|
|
2021
Q2 | $1.38M | Sell |
13,993
-1,827
| -12% | -$180K | 0.81% | 20 |
|
|
2021
Q1 | $1.45M | Sell |
15,820
-435
| -3% | -$39.8K | 0.91% | 20 |
|
|
2020
Q4 | $1.4M | Sell |
16,255
-757
| -4% | -$65.3K | 0.98% | 16 |
|
|
2020
Q3 | $1.28M | Sell |
17,012
-2,651
| -13% | -$200K | 1.01% | 15 |
|
|
2020
Q2 | $1.37M | Buy |
19,663
+284
| +1% | +$19.7K | 1.18% | 9 |
|
|
2020
Q1 | $1.11M | Sell |
19,379
-4,050
| -17% | -$232K | 1.13% | 15 |
|
|
2019
Q4 | $1.7M | Sell |
23,429
-2,073
| -8% | -$151K | 1.68% | 8 |
|
|
2019
Q3 | $1.71M | Sell |
25,502
-5,781
| -18% | -$388K | 1.86% | 9 |
|
|
2019
Q2 | $2.08M | Buy |
31,283
+3,004
| +11% | +$200K | 2.26% | 8 |
|
|
2019
Q1 | $1.82M | Sell |
28,279
-4,034
| -12% | -$260K | 2.01% | 9 |
|
|
2018
Q4 | $1.83M | Buy |
+32,313
| New | +$1.83M | 1.88% | 13 |
|