SWA
SFMG Wealth 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 | $992K | Buy |
7,343
+10
| +0.1% | +$1.35K | 0.07% | 106 |
|
|
2025
Q1 | $895K | Buy |
7,333
+56
| +0.8% | +$6.83K | 0.07% | 110 |
|
|
2024
Q4 | $936K | Buy |
7,277
+13
| +0.2% | +$1.67K | 0.07% | 102 |
|
|
2024
Q3 | $913K | Buy |
7,264
+90
| +1% | +$11.3K | 0.07% | 99 |
|
|
2024
Q2 | $852K | Sell |
7,174
-13
| -0.2% | -$1.54K | 0.07% | 98 |
|
|
2024
Q1 | $829K | Buy |
7,187
+35
| +0.5% | +$4.04K | 0.07% | 102 |
|
|
2023
Q4 | $753K | Buy |
7,152
+62
| +0.9% | +$6.52K | 0.07% | 105 |
|
|
2023
Q3 | $668K | Sell |
7,090
-1,163
| -14% | -$110K | 0.07% | 107 |
|
|
2023
Q2 | $808K | Buy |
8,253
+1,406
| +21% | +$138K | 0.08% | 97 |
|
|
2023
Q1 | $620K | Buy |
6,847
+7
| +0.1% | +$634 | 0.07% | 113 |
|
|
2022
Q4 | $580K | Buy |
6,840
+52
| +0.8% | +$4.41K | 0.06% | 123 |
|
|
2022
Q3 | $539K | Sell |
6,788
-191
| -3% | -$15.2K | 0.06% | 119 |
|
|
2022
Q2 | $585K | Buy |
6,979
+308
| +5% | +$25.8K | 0.07% | 117 |
|
|
2022
Q1 | $673K | Hold |
6,671
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $714K | Sell |
6,671
-938
| -12% | -$100K | 0.07% | 121 |
|
|
2021
Q3 | $749K | Buy |
7,609
+938
| +14% | +$92.3K | 0.08% | 109 |
|
|
2021
Q2 | $659K | Buy |
6,671
+136
| +2% | +$13.4K | 0.07% | 117 |
|
|
2021
Q1 | $599K | Buy |
6,535
+3,352
| +105% | +$307K | 0.07% | 121 |
|
|
2020
Q4 | $274K | Buy |
3,183
+99
| +3% | +$8.52K | 0.03% | 174 |
|
|
2020
Q3 | $233K | Buy |
+3,084
| New | +$233K | 0.03% | 158 |
|