PFA
Pettinga 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 | $720K | Sell |
5,335
-23,573
| -82% | -$3.18M | 0.16% | 73 |
|
|
2025
Q1 | $3.53M | Buy |
28,908
+18
| +0.1% | +$2.2K | 0.83% | 32 |
|
|
2024
Q4 | $3.72M | Sell |
28,890
-22,848
| -44% | -$2.94M | 0.84% | 31 |
|
|
2024
Q3 | $6.5M | Sell |
51,738
-4
| -0% | -$502 | 1.54% | 20 |
|
|
2024
Q2 | $6.15M | Buy |
51,742
+506
| +1% | +$60.1K | 1.54% | 21 |
|
|
2024
Q1 | $5.91M | Sell |
51,236
-65
| -0.1% | -$7.5K | 1.51% | 21 |
|
|
2023
Q4 | $5.4M | Buy |
51,301
+47,627
| +1,296% | +$5.01M | 1.45% | 20 |
|
|
2023
Q3 | $346K | Buy |
3,674
+1,549
| +73% | +$146K | 0.1% | 79 |
|
|
2023
Q2 | $208K | Buy |
+2,125
| New | +$208K | 0.06% | 98 |
|
|
2020
Q1 | – | Sell |
-16,528
| Closed | -$1.2M | – | 86 |
|
|
2019
Q4 | $1.2M | Sell |
16,528
-4
| -0% | -$291 | 0.64% | 34 |
|
|
2019
Q3 | $1.11M | Buy |
16,532
+4,903
| +42% | +$329K | 0.6% | 36 |
|
|
2019
Q2 | $775K | Buy |
11,629
+157
| +1% | +$10.5K | 0.4% | 40 |
|
|
2019
Q1 | $739K | Buy |
+11,472
| New | +$739K | 0.4% | 42 |
|