LW
Linscomb Wealth’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 | $255K | Hold |
1,886
| – | – | 0.01% | 279 |
|
|
2025
Q1 | $230K | Buy |
1,886
+2
| +0.1% | +$244 | 0.01% | 278 |
|
|
2024
Q4 | $242K | Buy |
1,884
+5
| +0.3% | +$643 | 0.01% | 270 |
|
|
2024
Q3 | $236K | Buy |
1,879
+5
| +0.3% | +$628 | 0.01% | 274 |
|
|
2024
Q2 | $223K | Sell |
1,874
-2
| -0.1% | -$238 | 0.01% | 277 |
|
|
2024
Q1 | $216K | Buy |
+1,876
| New | +$216K | 0.01% | 272 |
|