RFA
Rollins Financial 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 | $10.9M | Sell |
80,655
-2,797
| -3% | -$378K | 1.74% | 14 |
|
|
2025
Q1 | $10.2M | Sell |
83,452
-4,463
| -5% | -$545K | 1.77% | 13 |
|
|
2024
Q4 | $11.3M | Sell |
87,915
-2,082
| -2% | -$268K | 1.77% | 12 |
|
|
2024
Q3 | $11.3M | Sell |
89,997
-1,854
| -2% | -$233K | 1.88% | 12 |
|
|
2024
Q2 | $10.9M | Sell |
91,851
-1,707
| -2% | -$203K | 1.87% | 11 |
|
|
2024
Q1 | $10.8M | Sell |
93,558
-4,634
| -5% | -$534K | 2.03% | 11 |
|
|
2023
Q4 | $10.3M | Buy |
+98,192
| New | +$10.3M | 2.16% | 11 |
|