US Financial Advisors’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
Q1 | $224K | Hold |
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|
2024
Q4 | $237K | Sell |
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|
2024
Q3 | $239K | Sell |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.19M | Hold |
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|
2020
Q4 | $1.12M | Buy |
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