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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
1,256
| – | – | 0.02% | 316 |
|
|
2025
Q1 | $153K | Hold |
1,256
| – | – | 0.02% | 273 |
|
|
2024
Q4 | $162K | Sell |
1,256
-140
| -10% | -$18K | 0.02% | 245 |
|
|
2024
Q3 | $175K | Buy |
1,396
+316
| +29% | +$39.7K | 0.02% | 187 |
|
|
2024
Q2 | $128K | Hold |
1,080
| – | – | 0.02% | 173 |
|
|
2024
Q1 | $125K | Hold |
1,080
| – | – | 0.02% | 105 |
|
|
2023
Q4 | $114K | Hold |
1,080
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $102K | Sell |
1,080
-204
| -16% | -$19.2K | 0.02% | 108 |
|
|
2023
Q2 | $126K | Buy |
1,284
+204
| +19% | +$20K | 0.03% | 70 |
|
|
2023
Q1 | $97.8K | Hold |
1,080
| – | – | 0.02% | 68 |
|
|
2022
Q4 | $91.6K | Hold |
1,080
| – | – | 0.02% | 71 |
|
|
2022
Q3 | $86K | Hold |
1,080
| – | – | 0.04% | 66 |
|
|
2022
Q2 | $90K | Sell |
1,080
-460
| -30% | -$38.3K | 0.04% | 69 |
|
|
2022
Q1 | $155K | Buy |
1,540
+135
| +10% | +$13.6K | 0.07% | 62 |
|
|
2021
Q4 | $150K | Sell |
1,405
-1,187
| -46% | -$127K | 0.06% | 60 |
|
|
2021
Q3 | $255K | Buy |
+2,592
| New | +$255K | 0.15% | 37 |
|
|
2021
Q1 | – | Sell |
-414
| Closed | -$36K | – | 82 |
|
|
2020
Q4 | $36K | Hold |
414
| – | – | 0.03% | 64 |
|
|
2020
Q3 | $31K | Buy |
+414
| New | +$31K | 0.02% | 57 |
|