MFA
Mayflower Financial Advisors’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 | $2.87M | Buy |
21,235
+1,098
| +5% | +$148K | 0.4% | 62 |
|
|
2025
Q1 | $2.46M | Buy |
20,137
+1,383
| +7% | +$169K | 0.37% | 65 |
|
|
2024
Q4 | $2.41M | Sell |
18,754
-228
| -1% | -$29.3K | 0.36% | 68 |
|
|
2024
Q3 | $2.38M | Buy |
18,982
+482
| +3% | +$60.5K | 0.36% | 67 |
|
|
2024
Q2 | $2.2M | Sell |
18,500
-760
| -4% | -$90.3K | 0.36% | 67 |
|
|
2024
Q1 | $2.22M | Sell |
19,260
-447
| -2% | -$51.5K | 0.37% | 66 |
|
|
2023
Q4 | $2.07M | Buy |
19,707
+234
| +1% | +$24.6K | 0.29% | 75 |
|
|
2023
Q3 | $1.83M | Sell |
19,473
-805
| -4% | -$75.8K | 0.27% | 76 |
|
|
2023
Q2 | $1.98M | Sell |
20,278
-184
| -0.9% | -$18K | 0.26% | 78 |
|
|
2023
Q1 | $1.85M | Buy |
20,462
+348
| +2% | +$31.5K | 0.24% | 82 |
|
|
2022
Q4 | $1.71M | Buy |
20,114
+80
| +0.4% | +$6.78K | 0.24% | 84 |
|
|
2022
Q3 | $1.59M | Buy |
20,034
+20
| +0.1% | +$1.59K | 0.26% | 78 |
|
|
2022
Q2 | $1.68M | Buy |
20,014
+5
| +0% | +$419 | 0.26% | 79 |
|
|
2022
Q1 | $2.02M | Sell |
20,009
-1,243
| -6% | -$125K | 0.27% | 69 |
|
|
2021
Q4 | $2.27M | Sell |
21,252
-23
| -0.1% | -$2.46K | 0.3% | 61 |
|
|
2021
Q3 | $2.2M | Sell |
21,275
-619
| -3% | -$63.9K | 0.3% | 66 |
|
|
2021
Q2 | $2.16M | Buy |
21,894
+6
| +0% | +$592 | 0.3% | 63 |
|
|
2021
Q1 | $2.01M | Buy |
21,888
+153
| +0.7% | +$14K | 0.3% | 58 |
|
|
2020
Q4 | $1.87M | Buy |
+21,735
| New | +$1.87M | 0.32% | 58 |
|