SFG
Snider Financial Group’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 | $2.59M | Sell |
19,160
-890
| -4% | -$120K | 0.75% | 37 |
|
|
2025
Q1 | $2.45M | Sell |
20,050
-944
| -4% | -$115K | 0.79% | 37 |
|
|
2024
Q4 | $2.7M | Sell |
20,994
-202
| -1% | -$26K | 0.84% | 36 |
|
|
2024
Q3 | $2.66M | Buy |
21,196
+396
| +2% | +$49.7K | 0.97% | 36 |
|
|
2024
Q2 | $2.47M | Sell |
20,800
-965
| -4% | -$115K | 0.95% | 37 |
|
|
2024
Q1 | $2.51M | Buy |
21,765
+186
| +0.9% | +$21.4K | 1.05% | 30 |
|
|
2023
Q4 | $2.27M | Sell |
21,579
-468
| -2% | -$49.2K | 1.05% | 29 |
|
|
2023
Q3 | $2.08M | Sell |
22,047
-892
| -4% | -$84K | 1% | 31 |
|
|
2023
Q2 | $2.24M | Buy |
22,939
+4,425
| +24% | +$433K | 1.07% | 31 |
|
|
2023
Q1 | $1.68M | Sell |
18,514
-245
| -1% | -$22.2K | 0.89% | 34 |
|
|
2022
Q4 | $1.59M | Sell |
18,759
-421
| -2% | -$35.7K | 0.88% | 35 |
|
|
2022
Q3 | $1.62M | Sell |
19,180
-70,641
| -79% | -$5.95M | 0.88% | 35 |
|
|
2022
Q2 | $7.53M | Sell |
89,821
-7,340
| -8% | -$615K | 4.1% | 7 |
|
|
2022
Q1 | $9.81M | Sell |
97,161
-8,586
| -8% | -$867K | 4.46% | 7 |
|
|
2021
Q4 | $11.4M | Buy |
105,747
+1,228
| +1% | +$132K | 4.83% | 6 |
|
|
2021
Q3 | $11M | Buy |
104,519
+681
| +0.7% | +$71.5K | 4.78% | 6 |
|
|
2021
Q2 | $10.2M | Buy |
+103,838
| New | +$10.2M | 4.82% | 5 |
|