LA
Legacy Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,867
| Closed | -$1.33M | – | 201 |
|
|
2025
Q1 | $1.33M | Hold |
10,867
| – | – | 0.14% | 125 |
|
|
2024
Q4 | $1.4M | Hold |
10,867
| – | – | 0.14% | 113 |
|
|
2024
Q3 | $1.37M | Hold |
10,867
| – | – | 0.15% | 119 |
|
|
2024
Q2 | $1.29M | Hold |
10,867
| – | – | 0.16% | 101 |
|
|
2024
Q1 | $1.25M | Sell |
10,867
-657
| -6% | -$75.8K | 0.16% | 112 |
|
|
2023
Q4 | $1.21M | Hold |
11,524
| – | – | 0.16% | 111 |
|
|
2023
Q3 | $1.09M | Hold |
11,524
| – | – | 0.18% | 114 |
|
|
2023
Q2 | $1.13M | Hold |
11,524
| – | – | 0.17% | 110 |
|
|
2023
Q1 | $1.04M | Hold |
11,524
| – | – | 0.19% | 92 |
|
|
2022
Q4 | $977K | Hold |
11,524
| – | – | 0.18% | 90 |
|
|
2022
Q3 | $917K | Buy |
+11,524
| New | +$917K | 0.2% | 76 |
|