Semmax Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
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|
2025
Q1 | $270K | Hold |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $251K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $211K | Buy |
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|
2022
Q4 | $194K | Hold |
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|
2022
Q3 | $185K | Hold |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $209K | Hold |
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|
2020
Q3 | $183K | Hold |
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|
2020
Q2 | $168K | Hold |
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|
2020
Q1 | $139K | Sell |
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|
2019
Q4 | $197K | Sell |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $909K | Sell |
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|
2018
Q4 | $1.04M | Buy |
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