Laurel Wealth Advisors (North Carolina)’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 | $3.58M | Buy |
483,444
+482,364
| +44,663% | +$3.57M | 0.05% | 153 |
|
|
2025
Q1 | $132K | Hold |
1,080
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $139K | Sell |
1,080
-280
| -21% | -$36K | 0.02% | 202 |
|
|
2024
Q3 | $171K | Buy |
1,360
+18
| +1% | +$2.26K | 0.03% | 187 |
|
|
2024
Q2 | $159K | Buy |
1,342
+51
| +4% | +$6.06K | 0.03% | 188 |
|
|
2024
Q1 | $149K | Buy |
1,291
+1,029
| +393% | +$119K | 0.03% | 200 |
|
|
2023
Q4 | $27.6K | Hold |
262
| – | – | 0.01% | 332 |
|
|
2023
Q3 | $24.7K | Hold |
262
| – | – | 0.01% | 342 |
|
|
2023
Q2 | $25.6K | Hold |
262
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $23.7K | Hold |
262
| – | – | 0.01% | 346 |
|
|
2022
Q4 | $22.2K | Hold |
262
| – | – | 0.01% | 324 |
|
|
2022
Q3 | $21K | Hold |
262
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $22K | Hold |
262
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $26K | Hold |
262
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $28K | Hold |
262
| – | – | 0.01% | 313 |
|
|
2021
Q3 | $26K | Hold |
262
| – | – | 0.01% | 317 |
|
|
2021
Q2 | $26K | Buy |
+262
| New | +$26K | 0.01% | 350 |
|