SFWA
Summit Financial Wealth Advisors’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
Q1 | $215K | Hold |
1,761
| – | – | 0.04% | 139 |
|
|
2024
Q4 | $232K | Hold |
1,761
| – | – | 0.05% | 137 |
|
|
2024
Q3 | $221K | Hold |
1,761
| – | – | 0.04% | 140 |
|
|
2024
Q2 | $209K | Hold |
1,761
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $203K | Buy |
+1,761
| New | +$203K | 0.04% | 130 |
|
|
2023
Q2 | – | Sell |
-2,280
| Closed | -$206K | – | 132 |
|
|
2023
Q1 | $206K | Buy |
+2,280
| New | +$206K | 0.05% | 118 |
|
|
2022
Q3 | – | Sell |
-2,338
| Closed | -$206K | – | 131 |
|
|
2022
Q2 | $206K | Buy |
2,338
+1
| +0% | +$88 | 0.05% | 124 |
|
|
2022
Q1 | $236K | Hold |
2,337
| – | – | 0.05% | 113 |
|
|
2021
Q4 | $251K | Hold |
2,337
| – | – | 0.05% | 119 |
|
|
2021
Q3 | $230K | Sell |
2,337
-85
| -4% | -$8.37K | 0.05% | 115 |
|
|
2021
Q2 | $239K | Sell |
2,422
-926
| -28% | -$91.4K | 0.05% | 111 |
|
|
2021
Q1 | $289K | Sell |
3,348
-869
| -21% | -$75K | 0.07% | 89 |
|
|
2020
Q4 | $318K | Sell |
4,217
-61
| -1% | -$4.6K | 0.09% | 81 |
|
|
2020
Q3 | $320K | Sell |
4,278
-1,189
| -22% | -$88.9K | 0.09% | 88 |
|
|
2020
Q2 | $389K | Sell |
5,467
-14,831
| -73% | -$1.06M | 0.1% | 89 |
|
|
2020
Q1 | $1.19M | Sell |
20,298
-29,658
| -59% | -$1.74M | 0.37% | 42 |
|
|
2019
Q4 | $3.65M | Buy |
49,956
+2,222
| +5% | +$162K | 0.89% | 31 |
|
|
2019
Q3 | $3.2M | Sell |
47,734
-79
| -0.2% | -$5.29K | 0.78% | 32 |
|
|
2019
Q2 | $3.19M | Buy |
+47,813
| New | +$3.19M | 0.78% | 36 |
|