Laurie J. Hall Trustee’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 |
-4,704
| Closed | -$605K | – | 175 |
|
|
2024
Q4 | $605K | Hold |
4,704
| – | – | 0.2% | 76 |
|
|
2024
Q3 | $591K | Hold |
4,704
| – | – | 0.19% | 78 |
|
|
2024
Q2 | $559K | Hold |
4,704
| – | – | 0.19% | 74 |
|
|
2024
Q1 | $542K | Hold |
4,704
| – | – | 0.19% | 73 |
|
|
2023
Q4 | $495K | Hold |
4,704
| – | – | 0.19% | 72 |
|
|
2023
Q3 | $443K | Hold |
4,704
| – | – | 0.19% | 74 |
|
|
2023
Q2 | $460K | Hold |
4,704
| – | – | 0.18% | 72 |
|
|
2023
Q1 | $426K | Hold |
4,704
| – | – | 0.18% | 74 |
|
|
2022
Q4 | $399K | Hold |
4,704
| – | – | 0.18% | 76 |
|
|
2022
Q3 | $374K | Hold |
4,704
| – | – | 0.18% | 78 |
|
|
2022
Q2 | $394K | Hold |
4,704
| – | – | 0.18% | 76 |
|
|
2022
Q1 | $475K | Hold |
4,704
| – | – | 0.18% | 78 |
|
|
2021
Q4 | $503K | Hold |
4,704
| – | – | 0.18% | 78 |
|
|
2021
Q3 | $463K | Hold |
4,704
| – | – | 0.18% | 79 |
|
|
2021
Q2 | $465K | Hold |
4,704
| – | – | 0.18% | 79 |
|
|
2021
Q1 | $431K | Hold |
4,704
| – | – | 0.17% | 83 |
|
|
2020
Q4 | $406K | Hold |
4,704
| – | – | 0.16% | 82 |
|
|
2020
Q3 | $355K | Buy |
+4,704
| New | +$355K | 0.16% | 83 |
|
|
2019
Q4 | $342K | Hold |
4,704
| – | – | 0.16% | 85 |
|
|
2019
Q3 | $315K | Hold |
4,704
| – | – | 0.16% | 86 |
|
|
2019
Q2 | $313K | Hold |
4,704
| – | – | 0.16% | 87 |
|
|
2019
Q1 | $303K | Hold |
4,704
| – | – | 0.16% | 90 |
|
|
2018
Q4 | $295K | Hold |
4,704
| – | – | 0.16% | 89 |
|
|
2018
Q3 | $313K | Hold |
4,704
| – | – | 0.17% | 84 |
|
|
2018
Q2 | $294K | Hold |
4,704
| – | – | 0.17% | 82 |
|
|
2018
Q1 | $284K | Hold |
4,704
| – | – | 0.17% | 80 |
|
|
2017
Q4 | $288K | Buy |
+4,704
| New | +$288K | 0.16% | 82 |
|