SYM Financial Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $183K | Hold |
|
|||||
|
2025
Q2 | $170K | Hold |
|
|||||
|
2025
Q1 | $153K | Hold |
|
|||||
|
2024
Q4 | $162K | Sell |
|
|||||
|
2024
Q3 | $175K | Buy |
|
|||||
|
2024
Q2 | $128K | Hold |
|
|||||
|
2024
Q1 | $125K | Hold |
|
|||||
|
2023
Q4 | $114K | Hold |
|
|||||
|
2023
Q3 | $102K | Sell |
|
|||||
|
2023
Q2 | $126K | Buy |
|
|||||
|
2023
Q1 | $97.8K | Hold |
|
|||||
|
2022
Q4 | $91.6K | Hold |
|
|||||
|
2022
Q3 | $86K | Hold |
|
|||||
|
2022
Q2 | $90K | Sell |
|
|||||
|
2022
Q1 | $155K | Buy |
|
|||||
|
2021
Q4 | $150K | Sell |
|
|||||
|
2021
Q3 | $255K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $36K | Hold |
|
|||||
|
2020
Q3 | $31K | Buy |
|