Legacy Financial Group (Iowa)’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 | $4.73M | Buy |
35,038
+3,762
| +12% | +$508K | 0.66% | 36 |
|
|
2025
Q1 | $3.82M | Buy |
31,276
+259
| +0.8% | +$31.6K | 0.59% | 34 |
|
|
2024
Q4 | $3.99M | Sell |
31,017
-742
| -2% | -$95.4K | 0.65% | 32 |
|
|
2024
Q3 | $3.99M | Buy |
31,759
+764
| +2% | +$96K | 0.77% | 33 |
|
|
2024
Q2 | $3.68M | Buy |
30,995
+2,910
| +10% | +$346K | 0.72% | 35 |
|
|
2024
Q1 | $3.24M | Buy |
+28,085
| New | +$3.24M | 0.66% | 31 |
|
|
2023
Q4 | – | Sell |
-23,379
| Closed | -$2.2M | – | 262 |
|
|
2023
Q3 | $2.2M | Sell |
23,379
-238
| -1% | -$22.4K | 0.52% | 34 |
|
|
2023
Q2 | $2.31M | Sell |
23,617
-1,540
| -6% | -$151K | 0.6% | 29 |
|
|
2023
Q1 | $2.28M | Buy |
25,157
+96
| +0.4% | +$8.69K | 0.62% | 29 |
|
|
2022
Q4 | $2.13M | Buy |
25,061
+4,119
| +20% | +$349K | 0.64% | 22 |
|
|
2022
Q3 | $1.67M | Sell |
20,942
-335
| -2% | -$26.7K | 0.56% | 22 |
|
|
2022
Q2 | $1.78M | Buy |
21,277
+2,699
| +15% | +$226K | 0.56% | 22 |
|
|
2022
Q1 | $1.88M | Buy |
+18,578
| New | +$1.88M | 0.55% | 26 |
|
|
2021
Q4 | – | Sell |
-28,164
| Closed | -$2.77M | – | 46 |
|
|
2021
Q3 | $2.77M | Sell |
28,164
-2,457
| -8% | -$242K | 0.83% | 21 |
|
|
2021
Q2 | $3.02M | Sell |
30,621
-8,409
| -22% | -$830K | 0.91% | 18 |
|
|
2021
Q1 | $3.58M | Sell |
39,030
-13,623
| -26% | -$1.25M | 1.24% | 19 |
|
|
2020
Q4 | $4.54M | Buy |
+52,653
| New | +$4.54M | 1.75% | 19 |
|