SFS
Security Financial Services’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 | $1.63M | Buy |
12,050
+1,440
| +14% | +$194K | 0.29% | 57 |
|
2025
Q1 | $1.29M | Buy |
10,610
+7,219
| +213% | +$881K | 0.26% | 64 |
|
2024
Q4 | $436K | Sell |
3,391
-15
| -0.4% | -$1.93K | 0.09% | 108 |
|
2024
Q3 | $428K | Buy |
+3,406
| New | +$428K | 0.09% | 102 |
|
2024
Q2 | – | Sell |
-3,902
| Closed | -$450K | – | 176 |
|
2024
Q1 | $450K | Buy |
+3,902
| New | +$450K | 0.1% | 112 |
|