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Legacy Wealth Management (Idaho)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-360
Closed -$43.9K – 811
2025
Q1 		$43.9K Buy
360
+250
+227% +$30.5K 0.03% 152
2024
Q4 		$14.5K Hold
110
– – 0.01% 246
2024
Q3 		$14.5K Buy
+110
New +$14.5K 0.01% 257