UFA
US 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
Q1 | $224K | Hold |
1,840
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $237K | Sell |
1,840
-60
| -3% | -$7.72K | 0.07% | 83 |
|
|
2024
Q3 | $239K | Sell |
1,900
-300
| -14% | -$37.7K | 0.07% | 79 |
|
|
2024
Q2 | $261K | Sell |
2,200
-150
| -6% | -$17.8K | 0.09% | 76 |
|
|
2024
Q1 | $271K | Sell |
2,350
-209
| -8% | -$24.1K | 0.09% | 69 |
|
|
2023
Q4 | $269K | Sell |
2,559
-207
| -7% | -$21.8K | 0.1% | 65 |
|
|
2023
Q3 | $261K | Sell |
2,766
-245
| -8% | -$23.1K | 0.11% | 61 |
|
|
2023
Q2 | $295K | Hold |
3,011
| – | – | 0.13% | 57 |
|
|
2023
Q1 | $273K | Sell |
3,011
-81
| -3% | -$7.34K | 0.12% | 63 |
|
|
2022
Q4 | $262K | Buy |
+3,092
| New | +$262K | 0.13% | 61 |
|
|
2021
Q2 | – | Sell |
-13,004
| Closed | -$1.19M | – | 100 |
|
|
2021
Q1 | $1.19M | Hold |
13,004
| – | – | 0.33% | 52 |
|
|
2020
Q4 | $1.12M | Buy |
+13,004
| New | +$1.12M | 0.34% | 47 |
|