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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $521K | Sell |
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|
2025
Q2 | $3.58M | Buy |
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|
2025
Q1 | $132K | Hold |
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|
2024
Q4 | $139K | Sell |
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|
2024
Q3 | $171K | Buy |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $27.6K | Hold |
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|
2023
Q3 | $24.7K | Hold |
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|
2023
Q2 | $25.6K | Hold |
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|
2023
Q1 | $23.7K | Hold |
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|
2022
Q4 | $22.2K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Buy |
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