Lee, Danner & Bass’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 |
-700
| Closed | -$90K | – | 476 |
|
|
2024
Q4 | $90K | Buy |
+700
| New | +$90K | 0.01% | 284 |
|
|
2021
Q3 | – | Sell |
-2,308
| Closed | -$228K | – | 202 |
|
|
2021
Q2 | $228K | Hold |
2,308
| – | – | 0.02% | 190 |
|
|
2021
Q1 | $211K | Buy |
+2,308
| New | +$211K | 0.02% | 186 |
|
|
2020
Q2 | – | Sell |
-6,274
| Closed | -$359K | – | 183 |
|
|
2020
Q1 | $359K | Buy |
+6,274
| New | +$359K | 0.05% | 141 |
|