RDFA
Ritter Daniher Financial Advisory’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 | $350K | Buy |
2,589
+8
| +0.3% | +$1.08K | 0.09% | 66 |
|
|
2025
Q1 | $315K | Buy |
2,581
+60
| +2% | +$7.32K | 0.09% | 69 |
|
|
2024
Q4 | $324K | Buy |
2,521
+9
| +0.4% | +$1.16K | 0.09% | 66 |
|
|
2024
Q3 | $316K | Buy |
2,512
+6
| +0.2% | +$754 | 0.09% | 65 |
|
|
2024
Q2 | $298K | Buy |
2,506
+10
| +0.4% | +$1.19K | 0.09% | 64 |
|
|
2024
Q1 | $288K | Buy |
2,496
+178
| +8% | +$20.5K | 0.1% | 67 |
|
|
2023
Q4 | $244K | Buy |
2,318
+60
| +3% | +$6.32K | 0.09% | 70 |
|
|
2023
Q3 | $213K | Buy |
2,258
+13
| +0.6% | +$1.23K | 0.09% | 67 |
|
|
2023
Q2 | $220K | Buy |
2,245
+33
| +1% | +$3.23K | 0.09% | 66 |
|
|
2023
Q1 | $200K | Sell |
2,212
-3,045
| -58% | -$276K | 0.09% | 69 |
|
|
2022
Q4 | $446K | Buy |
5,257
+1,531
| +41% | +$130K | 0.21% | 46 |
|
|
2022
Q3 | $296K | Hold |
3,726
| – | – | 0.21% | 51 |
|
|
2022
Q2 | $312K | Buy |
3,726
+10
| +0.3% | +$837 | 0.22% | 47 |
|
|
2022
Q1 | $375K | Sell |
3,716
-1,265
| -25% | -$128K | 0.26% | 40 |
|
|
2021
Q4 | $533K | Buy |
4,981
+1,328
| +36% | +$142K | 0.36% | 31 |
|
|
2021
Q3 | $359K | Hold |
3,653
| – | – | 0.26% | 39 |
|
|
2021
Q2 | $361K | Hold |
3,653
| – | – | 0.27% | 36 |
|
|
2021
Q1 | $335K | Hold |
3,653
| – | – | 0.27% | 38 |
|
|
2020
Q4 | $315K | Buy |
+3,653
| New | +$315K | 0.27% | 36 |
|