RFP Financial Group’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
$3.12M Sell
23,070
-871
-4% -$118K 1.29% 19
2025
Q1
$2.92M Sell
23,941
-84
-0.3% -$10.2K 1.17% 20
2024
Q4
$3.09M Buy
24,025
+402
+2% +$51.7K 1.2% 21
2024
Q3
$2.97M Buy
23,623
+362
+2% +$45.5K 0.97% 23
2024
Q2
$2.76M Buy
23,261
+1,290
+6% +$153K 1.02% 20
2024
Q1
$2.53M Buy
21,971
+1,271
+6% +$147K 0.99% 17
2023
Q4
$2.18M Sell
20,700
-3,309
-14% -$348K 0.89% 19
2023
Q3
$2.26M Buy
24,009
+256
+1% +$24.1K 0.99% 18
2023
Q2
$2.32M Sell
23,753
-510
-2% -$49.9K 0.95% 18
2023
Q1
$2.2M Sell
24,263
-1,415
-6% -$128K 2.53% 9
2022
Q4
$2.18M Buy
+25,678
New +$2.18M 0.98% 20