Laidlaw Wealth Management’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
Q1 | – | Sell |
-1,627
| Closed | -$209K | – | 100 |
|
|
2024
Q4 | $209K | Buy |
+1,627
| New | +$209K | 0.09% | 164 |
|
|
2023
Q3 | – | Sell |
-9,317
| Closed | -$912K | – | 319 |
|
|
2023
Q2 | $912K | Sell |
9,317
-32
| -0.3% | -$3.13K | 0.18% | 130 |
|
|
2023
Q1 | $847K | Sell |
9,349
-4,549
| -33% | -$412K | 0.17% | 139 |
|
|
2022
Q4 | $1.18M | Hold |
13,898
| – | – | 0.25% | 104 |
|
|
2022
Q3 | $1.11M | Hold |
13,898
| – | – | 0.26% | 104 |
|
|
2022
Q2 | $1.16M | Hold |
13,898
| – | – | 0.24% | 115 |
|
|
2022
Q1 | $1.4M | Buy |
13,898
+92
| +0.7% | +$9.29K | 0.23% | 108 |
|
|
2021
Q4 | $1.48M | Buy |
+13,806
| New | +$1.48M | 0.24% | 116 |
|
|
2021
Q1 | – | Sell |
-11,046
| Closed | -$952K | – | 285 |
|
|
2020
Q4 | $952K | Buy |
+11,046
| New | +$952K | 0.2% | 127 |
|