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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
2,227
+34
| +2% | +$4.73K | 0.08% | 125 |
|
|
2025
Q1 | $270K | Hold |
2,193
| – | – | 0.07% | 121 |
|
|
2024
Q4 | $294K | Hold |
2,193
| – | – | 0.08% | 117 |
|
|
2024
Q3 | $288K | Hold |
2,193
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $260K | Hold |
2,193
| – | – | 0.08% | 116 |
|
|
2024
Q1 | $251K | Hold |
2,193
| – | – | 0.08% | 111 |
|
|
2023
Q4 | $238K | Hold |
2,193
| – | – | 0.09% | 102 |
|
|
2023
Q3 | $211K | Buy |
+2,193
| New | +$211K | 0.08% | 94 |
|
|
2022
Q4 | $194K | Hold |
2,193
| – | – | 0.08% | 87 |
|
|
2022
Q3 | $185K | Hold |
2,193
| – | – | 0.08% | 85 |
|
|
2022
Q2 | $206K | Hold |
2,193
| – | – | 0.08% | 89 |
|
|
2022
Q1 | $221K | Hold |
2,193
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $235K | Hold |
2,193
| – | – | 0.09% | 102 |
|
|
2021
Q3 | $216K | Hold |
2,193
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $217K | Hold |
2,193
| – | – | 0.07% | 105 |
|
|
2021
Q1 | $201K | Sell |
2,193
-230
| -9% | -$21.1K | 0.07% | 101 |
|
|
2020
Q4 | $209K | Hold |
2,423
| – | – | 0.09% | 102 |
|
|
2020
Q3 | $183K | Hold |
2,423
| – | – | 0.09% | 92 |
|
|
2020
Q2 | $168K | Hold |
2,423
| – | – | 0.09% | 91 |
|
|
2020
Q1 | $139K | Sell |
2,423
-281
| -10% | -$16.1K | 0.09% | 92 |
|
|
2019
Q4 | $197K | Sell |
2,704
-555
| -17% | -$40.4K | 0.11% | 86 |
|
|
2019
Q3 | $219K | Hold |
3,259
| – | – | 0.13% | 82 |
|
|
2019
Q2 | $217K | Sell |
3,259
-10,853
| -77% | -$723K | 0.14% | 83 |
|
|
2019
Q1 | $909K | Sell |
14,112
-4,298
| -23% | -$277K | 0.63% | 40 |
|
|
2018
Q4 | $1.05M | Buy |
+18,410
| New | +$1.05M | 0.82% | 26 |
|