SFG
Sovereign 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 | $1.37M | Sell |
10,165
-38
| -0.4% | -$5.13K | 0.28% | 67 |
|
|
2025
Q1 | $1.24M | Sell |
10,203
-9
| -0.1% | -$1.1K | 0.29% | 67 |
|
|
2024
Q4 | $1.31M | Buy |
10,212
+7
| +0.1% | +$900 | 0.3% | 68 |
|
|
2024
Q3 | $1.28M | Sell |
10,205
-43
| -0.4% | -$5.4K | 0.3% | 67 |
|
|
2024
Q2 | $1.22M | Sell |
10,248
-213
| -2% | -$25.3K | 0.3% | 64 |
|
|
2024
Q1 | $1.21M | Sell |
10,461
-94
| -0.9% | -$10.8K | 0.32% | 63 |
|
|
2023
Q4 | $1.11M | Buy |
10,555
+7,265
| +221% | +$765K | 0.34% | 63 |
|
|
2023
Q3 | $310K | Sell |
3,290
-425
| -11% | -$40K | 0.11% | 172 |
|
|
2023
Q2 | $363K | Buy |
3,715
+754
| +25% | +$73.8K | 0.12% | 168 |
|
|
2023
Q1 | $268K | Buy |
2,961
+167
| +6% | +$15.1K | 0.1% | 185 |
|
|
2022
Q4 | $237K | Buy |
+2,794
| New | +$237K | 0.09% | 192 |
|