PFW Advisors’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 | $364K | Hold |
2,699
| – | – | 0.11% | 97 |
|
2025
Q1 | $329K | Hold |
2,699
| – | – | 0.1% | 98 |
|
2024
Q4 | $347K | Buy |
+2,699
| New | +$347K | 0.11% | 94 |
|
2024
Q2 | $321K | Hold |
2,699
| – | – | 0.1% | 100 |
|
2024
Q1 | $311K | Hold |
2,699
| – | – | 0.1% | 103 |
|
2023
Q4 | $284K | Hold |
2,699
| – | – | 0.09% | 103 |
|
2023
Q3 | $254K | Hold |
2,699
| – | – | 0.09% | 105 |
|
2023
Q2 | $266K | Buy |
+2,699
| New | +$266K | 0.09% | 102 |
|
2019
Q3 | $339K | Buy |
+2,699
| New | +$339K | 0.1% | 99 |
|