TFO
Tarbox Family Office’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 | $698K | Sell |
5,167
-1,539
| -23% | -$208K | 0.1% | 54 |
|
|
2025
Q1 | $818K | Sell |
6,706
-855
| -11% | -$104K | 0.14% | 45 |
|
|
2024
Q4 | $973K | Sell |
7,561
-4,774
| -39% | -$614K | 0.16% | 39 |
|
|
2024
Q3 | $1.55M | Sell |
12,335
-1,039
| -8% | -$131K | 0.25% | 32 |
|
|
2024
Q2 | $1.59M | Sell |
13,374
-5,070
| -27% | -$602K | 0.28% | 30 |
|
|
2024
Q1 | $2.13M | Buy |
18,444
+2,593
| +16% | +$299K | 0.37% | 27 |
|
|
2023
Q4 | $1.67M | Sell |
15,851
-5,761
| -27% | -$606K | 0.32% | 28 |
|
|
2023
Q3 | $2.04M | Sell |
21,612
-5,996
| -22% | -$565K | 0.42% | 26 |
|
|
2023
Q2 | $2.7M | Sell |
27,608
-1,042
| -4% | -$102K | 0.53% | 21 |
|
|
2023
Q1 | $2.59M | Sell |
28,650
-321
| -1% | -$29.1K | 0.52% | 21 |
|
|
2022
Q4 | $2.46M | Buy |
28,971
+10,441
| +56% | +$885K | 0.54% | 20 |
|
|
2022
Q3 | $1.55M | Sell |
18,530
-8,438
| -31% | -$707K | 0.37% | 26 |
|
|
2022
Q2 | $2.26M | Buy |
26,968
+9,834
| +57% | +$824K | 0.51% | 24 |
|
|
2022
Q1 | $1.73M | Buy |
17,134
+447
| +3% | +$45.1K | 0.35% | 26 |
|
|
2021
Q4 | $1.79M | Buy |
16,687
+2,759
| +20% | +$295K | 0.31% | 28 |
|
|
2021
Q3 | $1.37M | Buy |
13,928
+1,214
| +10% | +$119K | 0.25% | 35 |
|
|
2021
Q2 | $1.26M | Buy |
12,714
+481
| +4% | +$47.5K | 0.22% | 36 |
|
|
2021
Q1 | $1.12M | Buy |
12,233
+499
| +4% | +$45.7K | 0.22% | 34 |
|
|
2020
Q4 | $1.01M | Buy |
11,734
+1,383
| +13% | +$119K | 0.21% | 35 |
|
|
2020
Q3 | $781K | Buy |
10,351
+9,977
| +2,668% | +$753K | 0.19% | 39 |
|
|
2020
Q2 | $26K | Hold |
374
| – | – | 0.01% | 240 |
|
|
2020
Q1 | $21K | Hold |
374
| – | – | 0.01% | 239 |
|
|
2019
Q4 | $27K | Hold |
374
| – | – | 0.01% | 244 |
|
|
2019
Q3 | $25K | Hold |
374
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $25K | Hold |
374
| – | – | 0.01% | 227 |
|
|
2019
Q1 | $24K | Hold |
374
| – | – | 0.01% | 210 |
|
|
2018
Q4 | $21K | Hold |
374
| – | – | 0.01% | 218 |
|
|
2018
Q3 | $25K | Hold |
374
| – | – | 0.01% | 215 |
|
|
2018
Q2 | $23K | Hold |
374
| – | – | 0.01% | 217 |
|
|
2018
Q1 | $23K | Buy |
+374
| New | +$23K | 0.01% | 225 |
|