Legacy Financial Group (Iowa)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.73M Buy
2025
Q1
$3.82M Buy
2024
Q4
$3.99M Sell
2024
Q3
$3.99M Buy
2024
Q2
$3.68M Buy
2024
Q1
$3.24M Buy
2023
Q4
Sell
2023
Q3
$2.2M Sell
2023
Q2
$2.31M Sell
2023
Q1
$2.28M Buy
2022
Q4
$2.13M Buy
2022
Q3
$1.67M Sell
2022
Q2
$1.78M Buy
2022
Q1
$1.88M Buy
2021
Q4
Sell
2021
Q3
$2.77M Sell
2021
Q2
$3.02M Sell
2021
Q1
$3.58M Sell
2020
Q4
$4.54M Buy