TLFA
True Link Financial 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
Q2 | $143M | Buy |
1,059,177
+98,930
| +10% | +$13.4M | 9.87% | 4 |
|
|
2025
Q1 | $117M | Buy |
960,247
+30,699
| +3% | +$3.75M | 8.74% | 4 |
|
|
2024
Q4 | $120M | Buy |
929,548
+13,918
| +2% | +$1.79M | 10.04% | 4 |
|
|
2024
Q3 | $115M | Buy |
915,630
+56,614
| +7% | +$7.11M | 9.77% | 4 |
|
|
2024
Q2 | $102M | Buy |
859,016
+8,125
| +1% | +$965K | 9.47% | 4 |
|
|
2024
Q1 | $98.1M | Buy |
850,891
+9,921
| +1% | +$1.14M | 9.41% | 4 |
|
|
2023
Q4 | $88.5M | Buy |
840,970
+95,664
| +13% | +$10.1M | 9.58% | 4 |
|
|
2023
Q3 | $70.2M | Buy |
745,306
+536
| +0.1% | +$50.5K | 8.42% | 4 |
|
|
2023
Q2 | $72.9M | Buy |
744,770
+263,097
| +55% | +$25.7M | 8.81% | 3 |
|
|
2023
Q1 | $43.6M | Buy |
481,673
+76,101
| +19% | +$6.89M | 5.46% | 3 |
|
|
2022
Q4 | $34.4M | Buy |
405,572
+42,549
| +12% | +$3.61M | 4.66% | 4 |
|
|
2022
Q3 | $28.9M | Buy |
363,023
+44,232
| +14% | +$3.52M | 4.18% | 5 |
|
|
2022
Q2 | $26.7M | Buy |
318,791
+38,568
| +14% | +$3.23M | 4.04% | 5 |
|
|
2022
Q1 | $28.3M | Sell |
280,223
-12,541
| -4% | -$1.27M | 4.09% | 8 |
|
|
2021
Q4 | $31.3M | Buy |
292,764
+1,336
| +0.5% | +$143K | 4.18% | 7 |
|
|
2021
Q3 | $28.7M | Buy |
291,428
+2,851
| +1% | +$280K | 3.93% | 7 |
|
|
2021
Q2 | $28.5M | Buy |
288,577
+5,530
| +2% | +$546K | 4.18% | 6 |
|
|
2021
Q1 | $25.9M | Sell |
283,047
-4,347
| -2% | -$398K | 3.76% | 6 |
|
|
2020
Q4 | $24.8M | Buy |
+287,394
| New | +$24.8M | 3.88% | 6 |
|