Shepherd Financial Partners’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 | $331K | Hold |
2,450
| – | – | 0.04% | 192 |
|
|
2025
Q1 | $299K | Hold |
2,450
| – | – | 0.04% | 186 |
|
|
2024
Q4 | $315K | Hold |
2,450
| – | – | 0.04% | 173 |
|
|
2024
Q3 | $308K | Hold |
2,450
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $291K | Hold |
2,450
| – | – | 0.04% | 181 |
|
|
2024
Q1 | $282K | Hold |
2,450
| – | – | 0.04% | 187 |
|
|
2023
Q4 | $258K | Buy |
+2,450
| New | +$258K | 0.04% | 186 |
|