PFA
Pinnacle Family 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 | $1.5M | Sell |
11,200
-1,877
| -14% | -$252K | 0.73% | 30 |
|
|
2025
Q1 | $1.6M | Sell |
13,077
-777
| -6% | -$94.8K | 0.87% | 33 |
|
|
2024
Q4 | $1.78M | Buy |
13,854
+123
| +0.9% | +$15.8K | 0.86% | 28 |
|
|
2024
Q3 | $1.72M | Sell |
13,731
-890
| -6% | -$112K | 0.89% | 32 |
|
|
2024
Q2 | $1.74M | Sell |
14,621
-861
| -6% | -$102K | 0.96% | 23 |
|
|
2024
Q1 | $1.79M | Sell |
15,482
-93
| -0.6% | -$10.7K | 0.95% | 21 |
|
|
2023
Q4 | $1.64M | Sell |
15,575
-555
| -3% | -$58.4K | 0.96% | 23 |
|
|
2023
Q3 | $1.52M | Sell |
16,130
-808
| -5% | -$76.1K | 0.87% | 19 |
|
|
2023
Q2 | $1.66M | Sell |
16,938
-19
| -0.1% | -$1.86K | 0.89% | 19 |
|
|
2023
Q1 | $1.54M | Sell |
16,957
-380
| -2% | -$34.4K | 0.93% | 24 |
|
|
2022
Q4 | $1.47M | Sell |
17,337
-70
| -0.4% | -$5.94K | 1.05% | 19 |
|
|
2022
Q3 | $1.39M | Sell |
17,407
-5,782
| -25% | -$460K | 1.2% | 18 |
|
|
2022
Q2 | $1.94M | Sell |
23,189
-264
| -1% | -$22.1K | 1.59% | 15 |
|
|
2022
Q1 | $2.37M | Sell |
23,453
-90
| -0.4% | -$9.08K | 1.26% | 16 |
|
|
2021
Q4 | $2.52M | Sell |
23,543
-8,984
| -28% | -$961K | 1.14% | 21 |
|
|
2021
Q3 | $3.2M | Sell |
32,527
-817
| -2% | -$80.4K | 1.43% | 13 |
|
|
2021
Q2 | $3.29M | Sell |
33,344
-165
| -0.5% | -$16.3K | 1.44% | 15 |
|
|
2021
Q1 | $3.07M | Buy |
33,509
+30
| +0.1% | +$2.75K | 1.61% | 12 |
|
|
2020
Q4 | $2.89M | Buy |
33,479
+770
| +2% | +$66.4K | 1.77% | 10 |
|
|
2020
Q3 | $2.47M | Buy |
32,709
+41
| +0.1% | +$3.1K | 1.67% | 16 |
|
|
2020
Q2 | $2.27M | Sell |
32,668
-41
| -0.1% | -$2.85K | 1.98% | 10 |
|
|
2020
Q1 | $1.9M | Sell |
32,709
-40,907
| -56% | -$2.38M | 2.28% | 14 |
|
|
2019
Q4 | $5.35M | Sell |
73,616
-29,694
| -29% | -$2.16M | 4.82% | 6 |
|
|
2019
Q3 | $6.93M | Sell |
103,310
-5,464
| -5% | -$366K | 6.11% | 4 |
|
|
2019
Q2 | $7.25M | Sell |
108,774
-771
| -0.7% | -$51.4K | 6.01% | 4 |
|
|
2019
Q1 | $7.06M | Buy |
109,545
+243
| +0.2% | +$15.7K | 6.28% | 4 |
|
|
2018
Q4 | $6.2M | Buy |
109,302
+20,906
| +24% | +$1.19M | 4.17% | 8 |
|
|
2018
Q3 | $5.89M | Sell |
88,396
-2,427
| -3% | -$162K | 3.11% | 10 |
|
|
2018
Q2 | $5.7M | Sell |
90,823
-807
| -0.9% | -$50.7K | 3.03% | 12 |
|
|
2018
Q1 | $5.54M | Sell |
91,630
-3,407
| -4% | -$206K | 3.16% | 12 |
|
|
2017
Q4 | $5.81M | Sell |
95,037
-468
| -0.5% | -$28.6K | 2.68% | 14 |
|
|
2017
Q3 | $5.5M | Sell |
95,505
-2,744
| -3% | -$158K | 2.59% | 15 |
|
|
2017
Q2 | $5.45M | Sell |
98,249
-2,227
| -2% | -$123K | 3.04% | 16 |
|
|
2017
Q1 | $5.43M | Sell |
100,476
-733
| -0.7% | -$39.6K | 3.36% | 11 |
|
|
2016
Q4 | $5.19M | Buy |
+101,209
| New | +$5.19M | 3.18% | 12 |
|