LRIA
Leonard Rickey Investment 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 | $423K | Sell |
3,134
-127
| -4% | -$17.1K | 0.08% | 69 |
|
|
2025
Q1 | $382K | Sell |
3,261
-368
| -10% | -$43.1K | 0.08% | 68 |
|
|
2024
Q4 | $467K | Buy |
3,629
+103
| +3% | +$13.2K | 0.11% | 60 |
|
|
2024
Q3 | $443K | Buy |
3,526
+38
| +1% | +$4.77K | 0.1% | 63 |
|
|
2024
Q2 | $414K | Buy |
3,488
+9
| +0.3% | +$1.07K | 0.1% | 62 |
|
|
2024
Q1 | $401K | Buy |
3,479
+65
| +2% | +$7.5K | 0.1% | 57 |
|
|
2023
Q4 | $359K | Buy |
3,414
+66
| +2% | +$6.95K | 0.11% | 58 |
|
|
2023
Q3 | $315K | Sell |
3,348
-325
| -9% | -$30.6K | 0.1% | 58 |
|
|
2023
Q2 | $359K | Sell |
3,673
-94
| -2% | -$9.2K | 0.14% | 51 |
|
|
2023
Q1 | $341K | Sell |
3,767
-357
| -9% | -$32.3K | 0.13% | 50 |
|
|
2022
Q4 | $350K | Buy |
4,124
+425
| +11% | +$36K | 0.15% | 47 |
|
|
2022
Q3 | $294K | Sell |
3,699
-56
| -1% | -$4.45K | 0.14% | 48 |
|
|
2022
Q2 | $315K | Sell |
3,755
-152
| -4% | -$12.8K | 0.14% | 47 |
|
|
2022
Q1 | $394K | Buy |
3,907
+16
| +0.4% | +$1.61K | 0.15% | 48 |
|
|
2021
Q4 | $416K | Buy |
3,891
+12
| +0.3% | +$1.28K | 0.15% | 47 |
|
|
2021
Q3 | $382K | Sell |
3,879
-34
| -0.9% | -$3.35K | 0.16% | 49 |
|
|
2021
Q2 | $391K | Sell |
3,913
-216
| -5% | -$21.6K | 0.17% | 47 |
|
|
2021
Q1 | $378K | Buy |
4,129
+12
| +0.3% | +$1.1K | 0.15% | 43 |
|
|
2020
Q4 | $355K | Buy |
4,117
+22
| +0.5% | +$1.9K | 0.16% | 41 |
|
|
2020
Q3 | $309K | Buy |
4,095
+601
| +17% | +$45.4K | 0.19% | 40 |
|
|
2020
Q2 | $243K | Sell |
3,494
-59
| -2% | -$4.1K | 0.16% | 55 |
|
|
2020
Q1 | $203K | Buy |
+3,553
| New | +$203K | 0.16% | 61 |
|