NJIM
Nabity-Jensen Investment Management’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 | $823K | Hold |
6,092
| – | – | 0.61% | 33 |
|
|
2025
Q1 | $743K | Sell |
6,092
-45
| -0.7% | -$5.49K | 0.59% | 36 |
|
|
2024
Q4 | $789K | Sell |
6,137
-86
| -1% | -$11.1K | 0.6% | 32 |
|
|
2024
Q3 | $782K | Sell |
6,223
-204
| -3% | -$25.6K | 0.6% | 31 |
|
|
2024
Q2 | $763K | Sell |
6,427
-286
| -4% | -$34K | 0.62% | 33 |
|
|
2024
Q1 | $774K | Hold |
6,713
| – | – | 0.64% | 31 |
|
|
2023
Q4 | $706K | Buy |
+6,713
| New | +$706K | 0.64% | 34 |
|