Level Financial Advisors’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
Q3 | $483K | Buy |
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|
2025
Q2 | $447K | Buy |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $344K | Buy |
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