SFA
Sequoia 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 | $9.39M | Sell |
69,544
-44,038
| -39% | -$5.95M | 0.06% | 195 |
|
|
2025
Q1 | $13.9M | Buy |
113,582
+17,369
| +18% | +$2.12M | 0.11% | 165 |
|
|
2024
Q4 | $12.4M | Buy |
96,213
+2,187
| +2% | +$281K | 0.12% | 151 |
|
|
2024
Q3 | $11.8M | Buy |
94,026
+126
| +0.1% | +$15.8K | 0.13% | 138 |
|
|
2024
Q2 | $11.2M | Sell |
93,900
-4,468
| -5% | -$531K | 0.13% | 130 |
|
|
2024
Q1 | $11.3M | Sell |
98,368
-6,604
| -6% | -$761K | 0.14% | 132 |
|
|
2023
Q4 | $11M | Buy |
104,972
+9,042
| +9% | +$951K | 0.14% | 136 |
|
|
2023
Q3 | $9.04M | Sell |
95,930
-2,085
| -2% | -$196K | 0.16% | 107 |
|
|
2023
Q2 | $9.59M | Sell |
98,015
-5,936
| -6% | -$581K | 0.16% | 107 |
|
|
2023
Q1 | $9.41M | Sell |
103,951
-8,955
| -8% | -$811K | 0.21% | 93 |
|
|
2022
Q4 | $9.57M | Sell |
112,906
-2,637
| -2% | -$224K | 0.24% | 85 |
|
|
2022
Q3 | $9.19M | Sell |
115,543
-5,768
| -5% | -$459K | 0.29% | 70 |
|
|
2022
Q2 | $10.2M | Sell |
121,311
-8,820
| -7% | -$739K | 0.29% | 67 |
|
|
2022
Q1 | $13.1M | Sell |
130,131
-1,304
| -1% | -$132K | 0.33% | 56 |
|
|
2021
Q4 | $14.1M | Buy |
131,435
+122,394
| +1,354% | +$13.1M | 0.38% | 50 |
|
|
2021
Q3 | $889K | Sell |
9,041
-126,876
| -93% | -$12.5M | 0.09% | 114 |
|
|
2021
Q2 | $13.4M | Sell |
135,917
-19,913
| -13% | -$1.97M | 0.49% | 35 |
|
|
2021
Q1 | $14.3M | Sell |
155,830
-6,024
| -4% | -$552K | 0.6% | 29 |
|
|
2020
Q4 | $14M | Sell |
161,854
-2,906
| -2% | -$251K | 0.64% | 29 |
|
|
2020
Q3 | $12.4M | Sell |
164,760
-705
| -0.4% | -$53.2K | 0.66% | 29 |
|
|
2020
Q2 | $11.5M | Buy |
165,465
+27,908
| +20% | +$1.94M | 0.68% | 27 |
|
|
2020
Q1 | $7.87M | Buy |
137,557
+41,877
| +44% | +$2.4M | 0.58% | 24 |
|
|
2019
Q4 | $6.96M | Buy |
95,680
+10,519
| +12% | +$765K | 0.44% | 29 |
|
|
2019
Q3 | $5.71M | Buy |
85,161
+19,707
| +30% | +$1.32M | 0.41% | 34 |
|
|
2019
Q2 | $4.36M | Buy |
65,454
+27,613
| +73% | +$1.84M | 0.32% | 49 |
|
|
2019
Q1 | $2.44M | Buy |
37,841
+23,966
| +173% | +$1.54M | 0.2% | 72 |
|
|
2018
Q4 | $788K | Buy |
13,875
+2,056
| +17% | +$117K | 0.09% | 118 |
|
|
2018
Q3 | $787K | Sell |
11,819
-9
| -0.1% | -$599 | 0.08% | 124 |
|
|
2018
Q2 | $739K | Buy |
11,828
+853
| +8% | +$53.3K | 0.08% | 123 |
|
|
2018
Q1 | $664K | Buy |
10,975
+1,197
| +12% | +$72.4K | 0.07% | 133 |
|
|
2017
Q4 | $598K | Sell |
9,778
-726
| -7% | -$44.4K | 0.06% | 148 |
|
|
2017
Q3 | $605K | Buy |
10,504
+3,720
| +55% | +$214K | 0.07% | 137 |
|
|
2017
Q2 | $376K | Sell |
6,784
-112
| -2% | -$6.21K | 0.05% | 174 |
|
|
2017
Q1 | $373K | Buy |
6,896
+495
| +8% | +$26.8K | 0.05% | 166 |
|
|
2016
Q4 | $328K | Buy |
6,401
+1,720
| +37% | +$88.1K | 0.05% | 183 |
|
|
2016
Q3 | $232K | Buy |
+4,681
| New | +$232K | 0.04% | 204 |
|