LA
Latitude 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
Q2 | $256K | Sell |
1,893
-441
| -19% | -$59.5K | 0.13% | 169 |
|
|
2025
Q1 | $285K | Buy |
2,334
+2
| +0.1% | +$244 | 0.17% | 147 |
|
|
2024
Q4 | $300K | Buy |
2,332
+25
| +1% | +$3.22K | 0.17% | 133 |
|
|
2024
Q3 | $290K | Buy |
2,307
+24
| +1% | +$3.01K | 0.16% | 137 |
|
|
2024
Q2 | $271K | Buy |
2,283
+112
| +5% | +$13.3K | 0.17% | 131 |
|
|
2024
Q1 | $250K | Buy |
2,171
+31
| +1% | +$3.57K | 0.16% | 138 |
|
|
2023
Q4 | $225K | Buy |
+2,140
| New | +$225K | 0.16% | 147 |
|
|
2023
Q3 | – | Sell |
-2,111
| Closed | -$207K | – | 175 |
|
|
2023
Q2 | $207K | Buy |
+2,111
| New | +$207K | 0.14% | 161 |
|
|
2022
Q3 | – | Sell |
-4,154
| Closed | -$348K | – | 156 |
|
|
2022
Q2 | $348K | Sell |
4,154
-1,202
| -22% | -$101K | 0.32% | 87 |
|
|
2022
Q1 | $541K | Buy |
5,356
+1,799
| +51% | +$182K | 0.12% | 167 |
|
|
2021
Q4 | $381K | Buy |
3,557
+62
| +2% | +$6.64K | 0.11% | 193 |
|
|
2021
Q3 | $344K | Buy |
+3,495
| New | +$344K | 0.11% | 185 |
|