My Personal CFO LLC’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 | $1.66M | Hold |
12,287
| – | – | 0.75% | 34 |
|
|
2025
Q1 | $1.5M | Buy |
12,287
+320
| +3% | +$39K | 0.76% | 34 |
|
|
2024
Q4 | $1.54M | Hold |
11,967
| – | – | 0.79% | 34 |
|
|
2024
Q3 | $1.5M | Hold |
11,967
| – | – | 0.82% | 34 |
|
|
2024
Q2 | $1.42M | Hold |
11,967
| – | – | 0.76% | 33 |
|
|
2024
Q1 | $1.38M | Hold |
11,967
| – | – | 0.8% | 36 |
|
|
2023
Q4 | $1.26M | Hold |
11,967
| – | – | 0.82% | 33 |
|
|
2023
Q3 | $1.13M | Hold |
11,967
| – | – | 0.91% | 33 |
|
|
2023
Q2 | $1.17M | Hold |
11,967
| – | – | 0.92% | 32 |
|
|
2023
Q1 | $1.08M | Hold |
11,967
| – | – | 0.92% | 30 |
|
|
2022
Q4 | $1.01M | Hold |
11,967
| – | – | 0.94% | 27 |
|
|
2022
Q3 | $952K | Sell |
11,967
-256
| -2% | -$20.4K | 1.45% | 20 |
|
|
2022
Q2 | $1.02M | Hold |
12,223
| – | – | 1.31% | 22 |
|
|
2022
Q1 | $1.23M | Hold |
12,223
| – | – | 1.28% | 20 |
|
|
2021
Q4 | $1.31M | Buy |
+12,223
| New | +$1.31M | 1.14% | 23 |
|