LFA
Legacy Financial 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 | $26.8M | Sell |
198,558
-5,125
| -3% | -$692K | 4.19% | 3 |
|
|
2025
Q1 | $24.9M | Sell |
203,683
-6,929
| -3% | -$845K | 4.16% | 3 |
|
|
2024
Q4 | $27.1M | Sell |
210,612
-5,583
| -3% | -$718K | 4.48% | 2 |
|
|
2024
Q3 | $27.2M | Sell |
216,195
-4,166
| -2% | -$523K | 4.56% | 2 |
|
|
2024
Q2 | $26.2M | Sell |
220,361
-3,232
| -1% | -$384K | 4.66% | 2 |
|
|
2024
Q1 | $25.8M | Sell |
223,593
-10,776
| -5% | -$1.24M | 4.62% | 2 |
|
|
2023
Q4 | $24.7M | Sell |
234,369
-408,168
| -64% | -$43M | 4.74% | 3 |
|
|
2023
Q3 | $60.5M | Sell |
642,537
-35,218
| -5% | -$3.32M | 12.11% | 1 |
|
|
2023
Q2 | $66.3M | Sell |
677,755
-200,714
| -23% | -$19.6M | 12.38% | 1 |
|
|
2023
Q1 | $79.5M | Buy |
878,469
+14,960
| +2% | +$1.35M | 16.25% | 1 |
|
|
2022
Q4 | $73.2M | Sell |
863,509
-840
| -0.1% | -$71.2K | 15.78% | 1 |
|
|
2022
Q3 | $68.8M | Buy |
864,349
+134,574
| +18% | +$10.7M | 16.44% | 1 |
|
|
2022
Q2 | $61.1M | Buy |
729,775
+29,664
| +4% | +$2.49M | 15.2% | 1 |
|
|
2022
Q1 | $70.7M | Buy |
700,111
+23,665
| +3% | +$2.39M | 15.9% | 1 |
|
|
2021
Q4 | $72.4M | Buy |
676,446
+17,024
| +3% | +$1.82M | 16.6% | 2 |
|
|
2021
Q3 | $64.9M | Sell |
659,422
-5,270
| -0.8% | -$518K | 15.9% | 2 |
|
|
2021
Q2 | $65.6M | Sell |
664,692
-155,602
| -19% | -$15.4M | 16.62% | 2 |
|
|
2021
Q1 | $75.1M | Buy |
820,294
+31,388
| +4% | +$2.88M | 20.59% | 2 |
|
|
2020
Q4 | $68M | Buy |
788,906
+333,062
| +73% | +$28.7M | 19.23% | 2 |
|
|
2020
Q3 | $34.4M | Sell |
455,844
-12,764
| -3% | -$964K | 10.5% | 2 |
|
|
2020
Q2 | $32.5M | Buy |
468,608
+81,616
| +21% | +$5.67M | 11.69% | 2 |
|
|
2020
Q1 | $25.1M | Buy |
386,992
+103,648
| +37% | +$6.71M | 9.29% | 3 |
|
|
2019
Q4 | $20.6M | Buy |
283,344
+8,036
| +3% | +$584K | 6.51% | 3 |
|
|
2019
Q3 | $18.5M | Buy |
275,308
+11,180
| +4% | +$750K | 6.14% | 3 |
|
|
2019
Q2 | $17.6M | Buy |
264,128
+4,858
| +2% | +$324K | 6.22% | 3 |
|
|
2019
Q1 | $16.7M | Sell |
259,270
-2,165
| -0.8% | -$139K | 5.66% | 3 |
|
|
2018
Q4 | $14.8M | Buy |
261,435
+13,268
| +5% | +$753K | 5.74% | 3 |
|
|
2018
Q3 | $16.5M | Buy |
248,167
+3,081
| +1% | +$205K | 5.99% | 3 |
|
|
2018
Q2 | $15.8M | Buy |
245,086
+5,799
| +2% | +$374K | 5.99% | 3 |
|
|
2018
Q1 | $14.5M | Buy |
239,287
+11,081
| +5% | +$674K | 5.78% | 3 |
|
|
2017
Q4 | $14M | Buy |
+228,206
| New | +$14M | 5.73% | 3 |
|