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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
3,311
+1
| +0% | +$135 | 0.14% | 66 |
|
|
2025
Q1 | $404K | Buy |
3,310
+2
| +0.1% | +$244 | 0.14% | 68 |
|
|
2024
Q4 | $425K | Buy |
3,308
+575
| +21% | +$74K | 0.16% | 59 |
|
|
2024
Q3 | $343K | Hold |
2,733
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $325K | Hold |
2,733
| – | – | 0.14% | 57 |
|
|
2024
Q1 | $315K | Hold |
2,733
| – | – | 0.14% | 57 |
|
|
2023
Q4 | $288K | Hold |
2,733
| – | – | 0.14% | 56 |
|
|
2023
Q3 | $257K | Hold |
2,733
| – | – | 0.14% | 52 |
|
|
2023
Q2 | $267K | Hold |
2,733
| – | – | 0.15% | 51 |
|
|
2023
Q1 | $247K | Hold |
2,733
| – | – | 0.15% | 50 |
|
|
2022
Q4 | $232K | Sell |
2,733
-480
| -15% | -$40.7K | 0.15% | 48 |
|
|
2022
Q3 | $256K | Hold |
3,213
| – | – | 0.19% | 43 |
|
|
2022
Q2 | $269K | Hold |
3,213
| – | – | 0.2% | 40 |
|
|
2022
Q1 | $324K | Hold |
3,213
| – | – | 0.25% | 33 |
|
|
2021
Q4 | $344K | Buy |
+3,213
| New | +$344K | 0.26% | 33 |
|