LWM
Liberty Wealth Management’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 | $242K | Buy |
1,789
+4
| +0.2% | +$540 | 0.04% | 198 |
|
|
2025
Q1 | $218K | Sell |
1,785
-32
| -2% | -$3.9K | 0.04% | 144 |
|
|
2024
Q4 | $234K | Buy |
1,817
+5
| +0.3% | +$643 | 0.04% | 185 |
|
|
2024
Q3 | $228K | Sell |
1,812
-250
| -12% | -$31.5K | 0.04% | 191 |
|
|
2024
Q2 | $245K | Buy |
+2,062
| New | +$245K | 0.04% | 172 |
|
|
2021
Q4 | – | Sell |
-573
| Closed | -$56K | – | 632 |
|
|
2021
Q3 | $56K | Buy |
573
+3
| +0.5% | +$293 | 0.02% | 399 |
|
|
2021
Q2 | $56K | Sell |
570
-38
| -6% | -$3.73K | 0.02% | 297 |
|
|
2021
Q1 | $53K | Hold |
608
| – | – | 0.03% | 273 |
|
|
2020
Q4 | $53K | Buy |
608
+2
| +0.3% | +$174 | 0.03% | 270 |
|
|
2020
Q3 | $46K | Sell |
606
-933
| -61% | -$70.8K | 0.03% | 243 |
|
|
2020
Q2 | $107K | Sell |
1,539
-45,676
| -97% | -$3.18M | 0.08% | 142 |
|
|
2020
Q1 | $2.7M | Sell |
47,215
-638
| -1% | -$36.5K | 2.36% | 8 |
|
|
2019
Q4 | $3.48M | Buy |
47,853
+24,700
| +107% | +$1.8M | 2.74% | 7 |
|
|
2019
Q3 | $1.55M | Buy |
23,153
+6,843
| +42% | +$459K | 1.47% | 12 |
|
|
2019
Q2 | $1.09M | Buy |
16,310
+6,374
| +64% | +$425K | 0.95% | 14 |
|
|
2019
Q1 | $639K | Buy |
+9,936
| New | +$639K | 0.48% | 28 |
|