Larson Financial Group’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 | $815K | Buy |
6,036
+924
| +18% | +$125K | 0.03% | 330 |
|
|
2025
Q1 | $624K | Buy |
5,112
+1,158
| +29% | +$141K | 0.03% | 339 |
|
|
2024
Q4 | $509K | Sell |
3,954
-10
| -0.3% | -$1.29K | 0.03% | 352 |
|
|
2024
Q3 | $498K | Sell |
3,964
-178
| -4% | -$22.4K | 0.03% | 335 |
|
|
2024
Q2 | $492K | Buy |
4,142
+513
| +14% | +$60.9K | 0.03% | 275 |
|
|
2024
Q1 | $418K | Buy |
3,629
+26
| +0.7% | +$3K | 0.03% | 262 |
|
|
2023
Q4 | $379K | Buy |
3,603
+186
| +5% | +$19.6K | 0.03% | 255 |
|
|
2023
Q3 | $322K | Sell |
3,417
-102
| -3% | -$9.61K | 0.03% | 244 |
|
|
2023
Q2 | $344K | Sell |
3,519
-282
| -7% | -$27.6K | 0.03% | 237 |
|
|
2023
Q1 | $344K | Buy |
3,801
+476
| +14% | +$43.1K | 0.04% | 244 |
|
|
2022
Q4 | $282K | Buy |
3,325
+66
| +2% | +$5.6K | 0.03% | 255 |
|
|
2022
Q3 | $259K | Hold |
3,259
| – | – | 0.04% | 242 |
|
|
2022
Q2 | $273K | Buy |
3,259
+111
| +4% | +$9.3K | 0.05% | 154 |
|
|
2022
Q1 | $318K | Buy |
3,148
+8
| +0.3% | +$808 | 0.05% | 153 |
|
|
2021
Q4 | $336K | Buy |
3,140
+128
| +4% | +$13.7K | 0.05% | 151 |
|
|
2021
Q3 | $296K | Buy |
3,012
+2,356
| +359% | +$232K | 0.06% | 120 |
|
|
2021
Q2 | $65K | Hold |
656
| – | – | 0.02% | 236 |
|
|
2021
Q1 | $60K | Hold |
656
| – | – | 0.02% | 224 |
|
|
2020
Q4 | $57K | Hold |
656
| – | – | 0.02% | 199 |
|
|
2020
Q3 | $50K | Buy |
+656
| New | +$50K | 0.02% | 200 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$2K | – | 592 |
|
|
2019
Q4 | $2K | Buy |
34
+20
| +143% | +$1.18K | ﹤0.01% | 453 |
|
|
2019
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 495 |
|