LA
LexAurum 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 | $1.12M | Sell |
8,315
-119
| -1% | -$16.1K | 0.18% | 109 |
|
|
2025
Q1 | $1.03M | Buy |
8,434
+49
| +0.6% | +$5.98K | 0.2% | 108 |
|
|
2024
Q4 | $1.08M | Buy |
8,385
+168
| +2% | +$21.6K | 0.21% | 98 |
|
|
2024
Q3 | $1.03M | Sell |
8,217
-40
| -0.5% | -$5.03K | 0.23% | 96 |
|
|
2024
Q2 | $981K | Buy |
8,257
+18
| +0.2% | +$2.14K | 0.24% | 94 |
|
|
2024
Q1 | $950K | Hold |
8,239
| – | – | 0.24% | 92 |
|
|
2023
Q4 | $867K | Buy |
8,239
+418
| +5% | +$44K | 0.23% | 97 |
|
|
2023
Q3 | $737K | Sell |
7,821
-361
| -4% | -$34K | 0.22% | 104 |
|
|
2023
Q2 | $801K | Sell |
8,182
-207
| -2% | -$20.3K | 0.24% | 93 |
|
|
2023
Q1 | $760K | Sell |
8,389
-806
| -9% | -$73K | 0.25% | 93 |
|
|
2022
Q4 | $780K | Buy |
9,195
+814
| +10% | +$69K | 0.28% | 78 |
|
|
2022
Q3 | $667K | Sell |
8,381
-278
| -3% | -$22.1K | 0.26% | 83 |
|
|
2022
Q2 | $725K | Buy |
8,659
+169
| +2% | +$14.2K | 0.27% | 78 |
|
|
2022
Q1 | $857K | Sell |
8,490
-609
| -7% | -$61.5K | 0.28% | 77 |
|
|
2021
Q4 | $973K | Hold |
9,099
| – | – | 0.32% | 60 |
|
|
2021
Q3 | $895K | Sell |
9,099
-78
| -0.8% | -$7.67K | 0.26% | 89 |
|
|
2021
Q2 | $906K | Sell |
9,177
-134
| -1% | -$13.2K | 0.27% | 91 |
|
|
2021
Q1 | $853K | Sell |
9,311
-571
| -6% | -$52.3K | 0.29% | 80 |
|
|
2020
Q4 | $852K | Buy |
9,882
+736
| +8% | +$63.5K | 0.31% | 76 |
|
|
2020
Q3 | $690K | Buy |
9,146
+512
| +6% | +$38.6K | 0.28% | 82 |
|
|
2020
Q2 | $600K | Sell |
8,634
-905
| -9% | -$62.9K | 0.33% | 71 |
|
|
2020
Q1 | $546K | Buy |
+9,539
| New | +$546K | 0.38% | 58 |
|