SHJ
Sharkey, Howes & Javer’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 | $677K | Buy |
5,014
+2,531
| +102% | +$342K | 0.09% | 102 |
|
|
2025
Q1 | $303K | Hold |
2,483
| – | – | 0.04% | 125 |
|
|
2024
Q4 | $319K | Sell |
2,483
-19
| -0.8% | -$2.44K | 0.04% | 127 |
|
|
2024
Q3 | $314K | Buy |
+2,502
| New | +$314K | 0.04% | 122 |
|
|
2023
Q2 | – | Sell |
-8,755
| Closed | -$793K | – | 97 |
|
|
2023
Q1 | $793K | Sell |
8,755
-115,456
| -93% | -$10.5M | 0.17% | 62 |
|
|
2022
Q4 | $10.5M | Buy |
124,211
+117,867
| +1,858% | +$10M | 2.42% | 9 |
|
|
2022
Q3 | $505K | Buy |
+6,344
| New | +$505K | 0.11% | 74 |
|
|
2020
Q2 | – | Sell |
-24,557
| Closed | -$1.41M | – | 69 |
|
|
2020
Q1 | $1.41M | Sell |
24,557
-23,247
| -49% | -$1.33M | 0.73% | 26 |
|
|
2019
Q4 | $3.48M | Buy |
+47,804
| New | +$3.48M | 1.47% | 19 |
|