SFG
Sowa 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 | $2.26M | Sell |
16,724
-51
| -0.3% | -$6.89K | 1.41% | 11 |
|
|
2025
Q1 | $2.05M | Sell |
16,775
-227
| -1% | -$27.7K | 1.34% | 13 |
|
|
2024
Q4 | $2.19M | Sell |
17,002
-515
| -3% | -$66.2K | 1.37% | 14 |
|
|
2024
Q3 | $2.2M | Sell |
17,517
-897
| -5% | -$113K | 1.39% | 15 |
|
|
2024
Q2 | $2.19M | Sell |
18,414
-4,966
| -21% | -$590K | 1.66% | 15 |
|
|
2024
Q1 | $2.46M | Hold |
23,380
| – | – | 2.01% | 12 |
|
|
2023
Q4 | $2.46M | Sell |
23,380
-6,354
| -21% | -$669K | 2.01% | 12 |
|
|
2023
Q3 | $2.8M | Sell |
29,734
-1,631
| -5% | -$154K | 2.1% | 13 |
|
|
2023
Q2 | $3.07M | Sell |
31,365
-7,911
| -20% | -$774K | 2.1% | 14 |
|
|
2023
Q1 | $3.56M | Sell |
39,276
-761
| -2% | -$68.9K | 2.55% | 13 |
|
|
2022
Q4 | $3.4M | Sell |
40,037
-3,259
| -8% | -$276K | 2.54% | 13 |
|
|
2022
Q3 | $3.44M | Sell |
43,296
-905
| -2% | -$72K | 2.72% | 11 |
|
|
2022
Q2 | $3.7M | Sell |
44,201
-213
| -0.5% | -$17.8K | 2.82% | 12 |
|
|
2022
Q1 | $4.48M | Sell |
44,414
-2,688
| -6% | -$271K | 2.69% | 9 |
|
|
2021
Q4 | $5.04M | Sell |
47,102
-1,228
| -3% | -$131K | 2.95% | 8 |
|
|
2021
Q3 | $4.76M | Sell |
48,330
-695
| -1% | -$68.4K | 3.09% | 9 |
|
|
2021
Q2 | $4.84M | Sell |
49,025
-3,496
| -7% | -$345K | 3.59% | 8 |
|
|
2021
Q1 | $4.81M | Sell |
52,521
-3,030
| -5% | -$278K | 3.39% | 8 |
|
|
2020
Q4 | $4.79M | Sell |
55,551
-3,152
| -5% | -$272K | 3.23% | 8 |
|
|
2020
Q3 | $4.43M | Sell |
58,703
-1,026
| -2% | -$77.5K | 3.18% | 8 |
|
|
2020
Q2 | $4.15M | Sell |
59,729
-796
| -1% | -$55.3K | 3.14% | 10 |
|
|
2020
Q1 | $3.46M | Sell |
60,525
-2,261
| -4% | -$129K | 3.05% | 11 |
|
|
2019
Q4 | $4.56M | Buy |
+62,786
| New | +$4.56M | 3.71% | 10 |
|