MFA
Morling 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 | $2.34M | Sell |
17,349
-26,240
| -60% | -$3.54M | 0.77% | 18 |
|
|
2025
Q1 | $5.32M | Sell |
43,589
-263
| -0.6% | -$32.1K | 1.83% | 14 |
|
|
2024
Q4 | $5.64M | Sell |
43,852
-100
| -0.2% | -$12.9K | 1.97% | 13 |
|
|
2024
Q3 | $5.52M | Hold |
43,952
| – | – | 2.1% | 13 |
|
|
2024
Q2 | $5.22M | Sell |
43,952
-7,269
| -14% | -$863K | 2.28% | 13 |
|
|
2024
Q1 | $5.91M | Buy |
51,221
+1,686
| +3% | +$194K | 3.38% | 10 |
|
|
2023
Q4 | $5.21M | Buy |
49,535
+5
| +0% | +$526 | 4.21% | 8 |
|
|
2023
Q3 | $4.67M | Buy |
49,530
+5
| +0% | +$471 | 4.62% | 7 |
|
|
2023
Q2 | $4.85M | Sell |
49,525
-243
| -0.5% | -$23.8K | 4.66% | 8 |
|
|
2023
Q1 | $4.51M | Sell |
49,768
-762
| -2% | -$69K | 4.86% | 8 |
|
|
2022
Q4 | $4.28M | Buy |
50,530
+7,148
| +16% | +$606K | 5.46% | 6 |
|
|
2022
Q3 | $3.45M | Sell |
43,382
-7,535
| -15% | -$599K | 4.7% | 8 |
|
|
2022
Q2 | $4.27M | Buy |
50,917
+3,216
| +7% | +$269K | 5.57% | 8 |
|
|
2022
Q1 | $4.82M | Buy |
47,701
+47,092
| +7,733% | +$4.75M | 6.09% | 5 |
|
|
2021
Q4 | $65K | Buy |
+609
| New | +$65K | 0.06% | 63 |
|