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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,607	Closed	-$434K	–	138
2023 Q3	$434K	Hold	4,607	–	–	0.13%	99
2023 Q2	$451K	Buy	4,607 +835	+22%	+$77.2K	0.13%	87
2023 Q1	$342K	Buy	3,772 +14	+0.4%	+$1.24K	0.11%	102
2022 Q4	$319K	Buy	3,758 +18	+0.5%	+$1.54K	0.1%	103
2022 Q3	$297K	Buy	3,740 +19	+0.5%	+$1.68K	0.1%	107
2022 Q2	$311K	Sell	3,721 -533	-13%	-$48.6K	0.1%	100
2022 Q1	$429K	Buy	4,254 +14	+0.3%	+$1.4K	0.12%	97
2021 Q4	$453K	Buy	4,240 +15	+0.4%	+$1.57K	0.13%	89
2021 Q3	$415K	Sell	4,225 -32	-0.8%	-$3.24K	0.13%	90
2021 Q2	$420K	Sell	4,257 -6	-0.1%	-$577	0.14%	75
2021 Q1	$390K	Sell	4,263 -8	-0.2%	-$718	0.14%	74
2020 Q4	$368K	Sell	4,271 -91	-2%	-$7.37K	0.14%	67
2020 Q3	$329K	Buy	4,362 +3	+0.1%	+$224	0.15%	65
2020 Q2	$302K	Sell	4,359 -58,641	-93%	-$3.83M	0.15%	61
2020 Q1	$3.61M	Sell	63,000 -94,108	-60%	-$6.46M	2.27%	15
2019 Q4	$11.4M	Buy	+157,108	New	+$10.9M	6.45%	5