Libra Wealth’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 | $5.6M | Buy |
41,492
+589
| +1% | +$79.5K | 1.83% | 14 |
|
|
2025
Q1 | $4.99M | Buy |
40,903
+8,555
| +26% | +$1.04M | 1.87% | 14 |
|
|
2024
Q4 | $4.16M | Sell |
32,348
-2,816
| -8% | -$362K | 1.62% | 16 |
|
|
2024
Q3 | $4.42M | Sell |
35,164
-600
| -2% | -$75.4K | 1.76% | 14 |
|
|
2024
Q2 | $4.25M | Sell |
35,764
-167
| -0.5% | -$19.8K | 1.84% | 15 |
|
|
2024
Q1 | $4.14M | Sell |
35,931
-2,794
| -7% | -$322K | 1.82% | 14 |
|
|
2023
Q4 | $4.08M | Sell |
38,725
-807
| -2% | -$84.9K | 2.02% | 12 |
|
|
2023
Q3 | $3.72M | Hold |
39,532
| – | – | 2.06% | 12 |
|
|
2023
Q2 | $3.87M | Sell |
39,532
-367
| -0.9% | -$35.9K | 2.11% | 10 |
|
|
2023
Q1 | $3.61M | Sell |
39,899
-130
| -0.3% | -$11.8K | 2.09% | 11 |
|
|
2022
Q4 | $3.39M | Sell |
40,029
-136
| -0.3% | -$11.5K | 0.09% | 16 |
|
|
2022
Q3 | $3.2M | Hold |
40,165
| – | – | 2.06% | 12 |
|
|
2022
Q2 | $3.37M | Sell |
40,165
-4,931
| -11% | -$413K | 2.41% | 11 |
|
|
2022
Q1 | $3.99M | Buy |
45,096
+2,643
| +6% | +$234K | 2.29% | 8 |
|
|
2021
Q4 | $3.26M | Buy |
+42,453
| New | +$3.26M | 2.11% | 9 |
|