Signet Financial Management’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
$244K Sell
1,804
-22
-1% -$2.97K 0.03% 265
2025
Q1
$223K Buy
1,826
+243
+15% +$29.6K 0.03% 266
2024
Q4
$204K Buy
+1,583
New +$204K 0.03% 265
2022
Q2
Sell
-2,315
Closed -$234K 253
2022
Q1
$234K Sell
2,315
-35
-1% -$3.54K 0.04% 230
2021
Q4
$251K Sell
2,350
-1,225
-34% -$131K 0.04% 228
2021
Q3
$352K Buy
+3,575
New +$352K 0.06% 203
2021
Q2
Sell
-3,418
Closed -$313K 173
2021
Q1
$313K Buy
3,418
+472
+16% +$43.2K 0.06% 194
2020
Q4
$254K Buy
2,946
+98
+3% +$8.45K 0.05% 199
2020
Q3
$222K Buy
2,848
+1
+0% +$78 0.05% 203
2020
Q2
$215K Buy
+2,847
New +$215K 0.05% 200
2020
Q1
Sell
-3,481
Closed -$253K 239
2019
Q4
$253K Buy
+3,481
New +$253K 0.05% 219
2018
Q4
Sell
-9,736
Closed -$649K 512
2018
Q3
$649K Sell
9,736
-362
-4% -$24.1K 0.11% 148
2018
Q2
$631K Buy
+10,098
New +$631K 0.11% 151