Mayfair Advisory 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 | $237K | Sell |
1,705
-400
| -19% | -$55.6K | 0.11% | 159 |
|
|
2025
Q1 | $257K | Sell |
2,105
-750
| -26% | -$91.5K | 0.15% | 130 |
|
|
2024
Q4 | $367K | Hold |
2,855
| – | – | 0.22% | 90 |
|
|
2024
Q3 | $358K | Hold |
2,855
| – | – | 0.23% | 85 |
|
|
2024
Q2 | $349K | Hold |
2,855
| – | – | 0.24% | 83 |
|
|
2024
Q1 | $329K | Hold |
2,855
| – | – | 0.24% | 91 |
|
|
2023
Q4 | $298K | Hold |
2,855
| – | – | 0.25% | 83 |
|
|
2023
Q3 | $273K | Hold |
2,855
| – | – | 0.26% | 89 |
|
|
2023
Q2 | $276K | Sell |
2,855
-175
| -6% | -$16.9K | 0.28% | 84 |
|
|
2023
Q1 | $275K | Hold |
3,030
| – | – | 0.3% | 84 |
|
|
2022
Q4 | $261K | Buy |
+3,030
| New | +$261K | 0.33% | 88 |
|