Personal CFO Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,247
| Closed | -$533K | – | 539 |
|
|
2024
Q3 | $533K | Buy |
4,247
+98
| +2% | +$12.3K | 0.07% | 250 |
|
|
2024
Q2 | $493K | Buy |
4,149
+306
| +8% | +$36.4K | 0.08% | 249 |
|
|
2024
Q1 | $443K | Buy |
3,843
+79
| +2% | +$9.11K | 0.07% | 283 |
|
|
2023
Q4 | $396K | Buy |
3,764
+67
| +2% | +$7.05K | 0.07% | 295 |
|
|
2023
Q3 | $348K | Buy |
3,697
+70
| +2% | +$6.59K | 0.07% | 290 |
|
|
2023
Q2 | $355K | Buy |
3,627
+186
| +5% | +$18.2K | 0.07% | 290 |
|
|
2023
Q1 | $312K | Sell |
3,441
-131
| -4% | -$11.9K | 0.06% | 300 |
|
|
2022
Q4 | $303K | Buy |
3,572
+61
| +2% | +$5.17K | 0.06% | 294 |
|
|
2022
Q3 | $279K | Buy |
3,511
+118
| +3% | +$9.38K | 0.07% | 267 |
|
|
2022
Q2 | $284K | Buy |
3,393
+31
| +0.9% | +$2.6K | 0.07% | 281 |
|
|
2022
Q1 | $339K | Buy |
+3,362
| New | +$339K | 0.07% | 287 |
|