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Lighthouse Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lighthouse Financial Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$350K Sell
3,827
-147
-4% -$13.4K 0.11% 88
2020
Q4 		$342K Sell
3,974
-298
-7% -$25.6K 0.12% 86
2020
Q3 		$322K Sell
4,272
-219
-5% -$16.5K 0.12% 84
2020
Q2 		$311K Buy
+4,491
New +$311K 0.13% 81