PFA
Pathway 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 | $1.24M | Hold |
9,200
| – | – | 0.18% | 52 |
|
|
2025
Q1 | $1.12M | Hold |
9,200
| – | – | 0.2% | 54 |
|
|
2024
Q4 | $1.18M | Hold |
9,200
| – | – | 0.27% | 47 |
|
|
2024
Q3 | $1.16M | Hold |
9,200
| – | – | 0.3% | 46 |
|
|
2024
Q2 | $1.09M | Hold |
9,200
| – | – | 0.3% | 47 |
|
|
2024
Q1 | $1.06M | Sell |
9,200
-344
| -4% | -$39.7K | 0.29% | 45 |
|
|
2023
Q4 | $1M | Hold |
9,544
| – | – | 0.29% | 46 |
|
|
2023
Q3 | $899K | Hold |
9,544
| – | – | 0.31% | 39 |
|
|
2023
Q2 | $934K | Hold |
9,544
| – | – | 0.3% | 37 |
|
|
2023
Q1 | $864K | Hold |
9,544
| – | – | 0.29% | 39 |
|
|
2022
Q4 | $809K | Buy |
+9,544
| New | +$809K | 0.25% | 43 |
|