Resurgent Financial 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 | $606K | Sell |
4,489
-1
| -0% | -$135 | 0.33% | 87 |
|
|
2025
Q1 | $548K | Hold |
4,490
| – | – | 0.33% | 83 |
|
|
2024
Q4 | $578K | Hold |
4,490
| – | – | 0.34% | 88 |
|
|
2024
Q3 | $564K | Hold |
4,490
| – | – | 0.33% | 85 |
|
|
2024
Q2 | $533K | Hold |
4,490
| – | – | 0.33% | 91 |
|
|
2024
Q1 | $518K | Buy |
4,490
+30
| +0.7% | +$3.46K | 0.28% | 103 |
|
|
2023
Q4 | $469K | Sell |
4,460
-976
| -18% | -$103K | 0.29% | 91 |
|
|
2023
Q3 | $512K | Sell |
5,436
-223
| -4% | -$21K | 0.35% | 76 |
|
|
2023
Q2 | $554K | Buy |
5,659
+1,111
| +24% | +$109K | 0.37% | 72 |
|
|
2023
Q1 | $412K | Sell |
4,548
-2,450
| -35% | -$222K | 0.27% | 84 |
|
|
2022
Q4 | $593K | Sell |
6,998
-467
| -6% | -$39.6K | 0.31% | 76 |
|
|
2022
Q3 | $594K | Buy |
7,465
+204
| +3% | +$16.2K | 0.4% | 75 |
|
|
2022
Q2 | $608K | Buy |
7,261
+1,191
| +20% | +$99.7K | 0.39% | 74 |
|
|
2022
Q1 | $613K | Buy |
6,070
+270
| +5% | +$27.3K | 0.38% | 72 |
|
|
2021
Q4 | $620K | Buy |
+5,800
| New | +$620K | 0.49% | 58 |
|