Lido 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 | $256M | Buy |
1,896,181
+10,363
| +0.5% | +$1.4M | 1% | 11 |
|
|
2025
Q1 | $230M | Sell |
1,885,818
-2,736
| -0.1% | -$334K | 1.04% | 13 |
|
|
2024
Q4 | $243M | Buy |
1,888,554
+1,583,569
| +519% | +$204M | 1.11% | 11 |
|
|
2024
Q3 | $38.3M | Buy |
304,985
+9,221
| +3% | +$1.16M | 0.19% | 49 |
|
|
2024
Q2 | $35.1M | Buy |
295,764
+15,933
| +6% | +$1.89M | 0.2% | 50 |
|
|
2024
Q1 | $32.3M | Buy |
279,831
+11,226
| +4% | +$1.29M | 0.19% | 51 |
|
|
2023
Q4 | $28.3M | Buy |
268,605
+14,763
| +6% | +$1.55M | 0.19% | 50 |
|
|
2023
Q3 | $23.9M | Buy |
253,842
+15,149
| +6% | +$1.43M | 0.18% | 56 |
|
|
2023
Q2 | $23.4M | Buy |
238,693
+28,860
| +14% | +$2.82M | 0.17% | 59 |
|
|
2023
Q1 | $19M | Sell |
209,833
-13,906
| -6% | -$1.26M | 0.18% | 64 |
|
|
2022
Q4 | $19M | Buy |
223,739
+98,711
| +79% | +$8.37M | 0.23% | 50 |
|
|
2022
Q3 | $9.94M | Buy |
125,028
+6,215
| +5% | +$494K | 0.12% | 74 |
|
|
2022
Q2 | $9.95M | Buy |
118,813
+6,264
| +6% | +$525K | 0.13% | 72 |
|
|
2022
Q1 | $11.4M | Buy |
112,549
+13,536
| +14% | +$1.37M | 0.13% | 81 |
|
|
2021
Q4 | $10.6M | Buy |
99,013
+18,208
| +23% | +$1.95M | 0.12% | 82 |
|
|
2021
Q3 | $7.95M | Buy |
80,805
+12,019
| +17% | +$1.18M | 0.11% | 92 |
|
|
2021
Q2 | $6.79M | Buy |
68,786
+18,176
| +36% | +$1.79M | 0.09% | 109 |
|
|
2021
Q1 | $4.64M | Buy |
50,610
+4,159
| +9% | +$381K | 0.08% | 128 |
|
|
2020
Q4 | $4.01M | Buy |
46,451
+4,427
| +11% | +$382K | 0.08% | 125 |
|
|
2020
Q3 | $3.17M | Buy |
42,024
+5,752
| +16% | +$434K | 0.08% | 117 |
|
|
2020
Q2 | $2.52M | Buy |
36,272
+1,971
| +6% | +$137K | 0.08% | 124 |
|
|
2020
Q1 | $1.96M | Buy |
34,301
+13,015
| +61% | +$744K | 0.08% | 120 |
|
|
2019
Q4 | $1.55M | Buy |
21,286
+3,274
| +18% | +$238K | 0.06% | 168 |
|
|
2019
Q3 | $1.21M | Buy |
18,012
+1,577
| +10% | +$106K | 0.06% | 162 |
|
|
2019
Q2 | $1.1M | Buy |
16,435
+4,264
| +35% | +$284K | 0.06% | 154 |
|
|
2019
Q1 | $783K | Sell |
12,171
-6,315
| -34% | -$406K | 0.05% | 202 |
|
|
2018
Q4 | $1.05M | Buy |
18,486
+3,271
| +21% | +$186K | 0.1% | 112 |
|
|
2018
Q3 | $1.02M | Buy |
15,215
+3,626
| +31% | +$243K | 0.1% | 111 |
|
|
2018
Q2 | $724K | Buy |
11,589
+15
| +0.1% | +$937 | 0.08% | 142 |
|
|
2018
Q1 | $699K | Buy |
11,574
+23
| +0.2% | +$1.39K | 0.1% | 131 |
|
|
2017
Q4 | $706K | Buy |
11,551
+28
| +0.2% | +$1.71K | 0.1% | 104 |
|
|
2017
Q3 | $678K | Buy |
11,523
+25
| +0.2% | +$1.47K | 0.11% | 104 |
|
|
2017
Q2 | $637K | Buy |
11,498
+5,507
| +92% | +$305K | 0.13% | 97 |
|
|
2017
Q1 | $329K | Buy |
+5,991
| New | +$329K | 0.09% | 140 |
|