LWM
Ledge Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $384K | Buy |
3,647
+864
| +31% | +$90.9K | 0.15% | 50 |
|
|
2023
Q3 | $262K | Sell |
2,783
-136
| -5% | -$12.8K | 0.12% | 53 |
|
|
2023
Q2 | $286K | Sell |
2,919
-17,417
| -86% | -$1.7M | 0.14% | 53 |
|
|
2023
Q1 | $1.84M | Buy |
20,336
+4,122
| +25% | +$373K | 0.87% | 38 |
|
|
2022
Q4 | $1.38M | Buy |
16,214
+6,537
| +68% | +$554K | 0.63% | 44 |
|
|
2022
Q3 | $770K | Sell |
9,677
-1,703
| -15% | -$136K | 0.47% | 46 |
|
|
2022
Q2 | $953K | Sell |
11,380
-8,446
| -43% | -$707K | 0.59% | 44 |
|
|
2022
Q1 | $2M | Buy |
+19,826
| New | +$2M | 1.24% | 20 |
|