KPWG
KFA Private Wealth Group’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 | $9.05M | Buy |
67,027
+1,191
| +2% | +$161K | 2.8% | 8 |
|
|
2025
Q1 | $8.03M | Sell |
65,836
-2,238
| -3% | -$273K | 2.81% | 8 |
|
|
2024
Q4 | $8.76M | Sell |
68,074
-3,879
| -5% | -$499K | 3.67% | 5 |
|
|
2024
Q3 | $9.04M | Sell |
71,953
-22,522
| -24% | -$2.83M | 4.31% | 5 |
|
|
2024
Q2 | $11.2M | Sell |
94,475
-42,565
| -31% | -$5.06M | 5.81% | 5 |
|
|
2024
Q1 | $15.8M | Buy |
137,040
+6,242
| +5% | +$720K | 4.9% | 6 |
|
|
2023
Q4 | $13.8M | Buy |
130,798
+17,701
| +16% | +$1.86M | 4.93% | 7 |
|
|
2023
Q3 | $10.7M | Buy |
113,097
+5,440
| +5% | +$512K | 4.43% | 8 |
|
|
2023
Q2 | $10.5M | Buy |
107,657
+1,615
| +2% | +$158K | 4.37% | 8 |
|
|
2023
Q1 | $9.6M | Buy |
106,042
+4,812
| +5% | +$436K | 4.37% | 8 |
|
|
2022
Q4 | $8.58M | Sell |
101,230
-4,154
| -4% | -$352K | 4.38% | 8 |
|
|
2022
Q3 | $8.38M | Buy |
105,384
+2,408
| +2% | +$192K | 4.46% | 8 |
|
|
2022
Q2 | $8.63M | Buy |
102,976
+7,074
| +7% | +$593K | 4.77% | 7 |
|
|
2022
Q1 | $9.68M | Buy |
95,902
+3,931
| +4% | +$397K | 4.85% | 6 |
|
|
2021
Q4 | $9.84M | Buy |
91,971
+2,103
| +2% | +$225K | 4.89% | 6 |
|
|
2021
Q3 | $8.84M | Buy |
89,868
+3,767
| +4% | +$371K | 4.84% | 6 |
|
|
2021
Q2 | $8.5M | Sell |
86,101
-4,621
| -5% | -$456K | 4.64% | 6 |
|
|
2021
Q1 | $8.31M | Buy |
90,722
+5,423
| +6% | +$497K | 4.85% | 5 |
|
|
2020
Q4 | $7.35M | Buy |
85,299
+2,334
| +3% | +$201K | 4.67% | 4 |
|
|
2020
Q3 | $6.26M | Buy |
82,965
+28,110
| +51% | +$2.12M | 4.69% | 5 |
|
|
2020
Q2 | $3.81M | Sell |
54,855
-25,726
| -32% | -$1.79M | 3.66% | 10 |
|
|
2020
Q1 | $4.61M | Buy |
80,581
+1,962
| +2% | +$112K | 5.45% | 5 |
|
|
2019
Q4 | $5.72M | Buy |
+78,619
| New | +$5.72M | 5.25% | 5 |
|