L.J. Altfest & Co’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 | $297K | Buy |
2,201
+7
| +0.3% | +$945 | 0.04% | 284 |
|
|
2025
Q1 | $268K | Buy |
2,194
+6
| +0.3% | +$732 | 0.03% | 286 |
|
|
2024
Q4 | $281K | Buy |
2,188
+8
| +0.4% | +$1.03K | 0.04% | 278 |
|
|
2024
Q3 | $274K | Buy |
2,180
+8
| +0.4% | +$1.01K | 0.04% | 283 |
|
|
2024
Q2 | $258K | Sell |
2,172
-15
| -0.7% | -$1.78K | 0.04% | 272 |
|
|
2024
Q1 | $252K | Sell |
2,187
-462
| -17% | -$53.2K | 0.04% | 281 |
|
|
2023
Q4 | $279K | Buy |
2,649
+41
| +2% | +$4.32K | 0.04% | 260 |
|
|
2023
Q3 | $246K | Buy |
+2,608
| New | +$246K | 0.04% | 264 |
|