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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
1,695
| – | – | 0.01% | 540 |
|
|
2025
Q1 | $207K | Hold |
1,695
| – | – | 0.01% | 537 |
|
|
2024
Q4 | $218K | Hold |
1,695
| – | – | 0.01% | 513 |
|
|
2024
Q3 | $213K | Hold |
1,695
| – | – | 0.01% | 517 |
|
|
2024
Q2 | $201K | Buy |
+1,695
| New | +$201K | 0.01% | 493 |
|
|
2018
Q4 | – | Sell |
-17,976
| Closed | -$1.2M | – | 362 |
|
|
2018
Q3 | $1.2M | Hold |
17,976
| – | – | 0.13% | 163 |
|
|
2018
Q2 | $1.13M | Hold |
17,976
| – | – | 0.13% | 163 |
|
|
2018
Q1 | $1.09M | Hold |
17,976
| – | – | 0.13% | 168 |
|
|
2017
Q4 | $1.1M | Buy |
+17,976
| New | +$1.1M | 0.13% | 169 |
|