Life Planning Partners’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 | $25M | Sell |
185,429
-808
| -0.4% | -$109K | 19.93% | 1 |
|
|
2025
Q1 | $22.7M | Sell |
186,237
-178
| -0.1% | -$21.7K | 20.57% | 1 |
|
|
2024
Q4 | $24M | Sell |
186,415
-1,131
| -0.6% | -$145K | 22.17% | 1 |
|
|
2024
Q3 | $23.6M | Sell |
187,546
-20,536
| -10% | -$2.58M | 21.04% | 1 |
|
|
2024
Q2 | $24.7M | Buy |
208,082
+68,746
| +49% | +$8.17M | 22.43% | 1 |
|
|
2024
Q1 | $16.1M | Sell |
139,336
-25
| -0% | -$2.88K | 16% | 1 |
|
|
2023
Q4 | $14.7M | Buy |
+139,361
| New | +$14.7M | 14.43% | 1 |
|
|
2022
Q3 | $11.5M | Sell |
144,253
-1,791
| -1% | -$142K | 13.14% | 1 |
|
|
2022
Q2 | $12.2M | Buy |
146,044
+507
| +0.3% | +$42.5K | 13.76% | 1 |
|
|
2022
Q1 | $14.7M | Buy |
145,537
+6,657
| +5% | +$672K | 14.95% | 1 |
|
|
2021
Q4 | $14.9M | Buy |
+138,880
| New | +$14.9M | 14.96% | 1 |
|