Leavell Investment Management’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 | $268K | Buy |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.2M | Hold |
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|
2018
Q2 | $1.13M | Hold |
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|
2018
Q1 | $1.09M | Hold |
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|
2017
Q4 | $1.1M | Buy |
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