Lauterbach Financial Advisors’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 | $2.84M | Buy |
21,046
+3,920
| +23% | +$529K | 1.56% | 10 |
|
|
2025
Q1 | $2.09M | Buy |
17,126
+499
| +3% | +$60.9K | 1.3% | 13 |
|
|
2024
Q4 | $2.14M | Buy |
16,627
+790
| +5% | +$102K | 1.3% | 12 |
|
|
2024
Q3 | $1.99M | Buy |
15,837
+971
| +7% | +$122K | 1.21% | 13 |
|
|
2024
Q2 | $1.74M | Buy |
14,866
+475
| +3% | +$55.5K | 1.14% | 15 |
|
|
2024
Q1 | $1.66M | Buy |
14,391
+1,689
| +13% | +$195K | 1.09% | 15 |
|
|
2023
Q4 | $1.34M | Buy |
12,702
+5,238
| +70% | +$551K | 0.93% | 14 |
|
|
2023
Q3 | $703K | Buy |
7,464
+1
| +0% | +$94 | 0.55% | 23 |
|
|
2023
Q2 | $730K | Buy |
7,463
+5
| +0.1% | +$489 | 0.56% | 23 |
|
|
2023
Q1 | $675K | Buy |
7,458
+654
| +10% | +$59.2K | 0.55% | 23 |
|
|
2022
Q4 | $577K | Buy |
6,804
+573
| +9% | +$48.6K | 0.51% | 27 |
|
|
2022
Q3 | $496K | Buy |
6,231
+249
| +4% | +$19.8K | 0.51% | 24 |
|
|
2022
Q2 | $501K | Buy |
5,982
+706
| +13% | +$59.1K | 0.48% | 24 |
|
|
2022
Q1 | $533K | Buy |
5,276
+742
| +16% | +$75K | 0.48% | 23 |
|
|
2021
Q4 | $485K | Buy |
+4,534
| New | +$485K | 0.43% | 24 |
|