Northeast Financial Consultants’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 | $22.4M | Buy |
166,245
+23
| +0% | +$3.11K | 0.92% | 24 |
|
|
2025
Q1 | $20.3M | Sell |
166,222
-55,498
| -25% | -$6.77M | 0.9% | 23 |
|
|
2024
Q4 | $28.5M | Buy |
221,720
+238
| +0.1% | +$30.6K | 1.2% | 21 |
|
|
2024
Q3 | $27.8M | Buy |
221,482
+2,303
| +1% | +$289K | 1.22% | 21 |
|
|
2024
Q2 | $26M | Buy |
219,179
+22
| +0% | +$2.61K | 1.2% | 21 |
|
|
2024
Q1 | $25.3M | Buy |
219,157
+78,522
| +56% | +$9.05M | 1.24% | 20 |
|
|
2023
Q4 | $14.8M | Buy |
140,635
+110,285
| +363% | +$11.6M | 0.82% | 23 |
|
|
2023
Q3 | $2.86M | Buy |
+30,350
| New | +$2.86M | 0.18% | 79 |
|