West Financial Advisors’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 | $159K | Hold |
1,175
| – | – | 0.03% | 66 |
|
|
2025
Q1 | $143K | Hold |
1,175
| – | – | 0.03% | 71 |
|
|
2024
Q4 | $151K | Hold |
1,175
| – | – | 0.03% | 66 |
|
|
2024
Q3 | $148K | Buy |
+1,175
| New | +$148K | 0.03% | 61 |
|
|
2023
Q1 | – | Sell |
-1,706
| Closed | -$145K | – | 167 |
|
|
2022
Q4 | $145K | Buy |
1,706
+46
| +3% | +$3.9K | 0.04% | 59 |
|
|
2022
Q3 | $132K | Buy |
1,660
+22
| +1% | +$1.75K | 0.04% | 67 |
|
|
2022
Q2 | $137K | Buy |
+1,638
| New | +$137K | 0.04% | 64 |
|