LGWM
Litman Gregory Wealth Management’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 | $17M | Sell |
126,249
-22,388
| -15% | -$3.02M | 1.34% | 18 |
|
|
2025
Q1 | $18.1M | Sell |
148,637
-15,571
| -9% | -$1.9M | 1.56% | 14 |
|
|
2024
Q4 | $21.1M | Sell |
164,208
-3,198
| -2% | -$411K | 1.83% | 13 |
|
|
2024
Q3 | $21M | Sell |
167,406
-114
| -0.1% | -$14.3K | 1.76% | 14 |
|
|
2024
Q2 | $19.9M | Sell |
167,520
-289
| -0.2% | -$34.3K | 1.77% | 14 |
|
|
2024
Q1 | $19.3M | Buy |
167,809
+2,895
| +2% | +$334K | 1.75% | 14 |
|
|
2023
Q4 | $17.4M | Sell |
164,914
-158
| -0.1% | -$16.6K | 1.65% | 14 |
|
|
2023
Q3 | $15.5M | Sell |
165,072
-5,085
| -3% | -$479K | 1.6% | 14 |
|
|
2023
Q2 | $16.6M | Buy |
170,157
+80,346
| +89% | +$7.86M | 2.08% | 12 |
|
|
2023
Q1 | $8.13M | Sell |
89,811
-85,070
| -49% | -$7.7M | 3.03% | 8 |
|
|
2022
Q4 | $14.8M | Sell |
174,881
-18,426
| -10% | -$1.56M | 2.07% | 11 |
|
|
2022
Q3 | $15.4M | Buy |
193,307
+2,418
| +1% | +$192K | 2.46% | 12 |
|
|
2022
Q2 | $16M | Sell |
190,889
-2,855
| -1% | -$239K | 2.35% | 11 |
|
|
2022
Q1 | $19.6M | Buy |
193,744
+473
| +0.2% | +$47.7K | 2.86% | 10 |
|
|
2021
Q4 | $20.7M | Sell |
193,271
-16,404
| -8% | -$1.75M | 3.51% | 7 |
|
|
2021
Q3 | $20.6M | Buy |
209,675
+190,565
| +997% | +$18.7M | 3.88% | 6 |
|
|
2021
Q2 | $19.1K | Sell |
19,110
-162,075
| -89% | -$162K | 3.57% | 6 |
|
|
2021
Q1 | $16.6M | Sell |
181,185
-259,973
| -59% | -$23.8M | 3.25% | 7 |
|
|
2020
Q4 | $38M | Buy |
441,158
+5,353
| +1% | +$462K | 6.99% | 5 |
|
|
2020
Q3 | $32.9M | Sell |
435,805
-16,718
| -4% | -$1.26M | 6.8% | 6 |
|
|
2020
Q2 | $31.4M | Buy |
452,523
+7,385
| +2% | +$513K | 6.94% | 5 |
|
|
2020
Q1 | $25.5M | Buy |
445,138
+81,549
| +22% | +$4.67M | 6.4% | 7 |
|
|
2019
Q4 | $26.4M | Buy |
363,589
+29,002
| +9% | +$2.11M | 5.88% | 7 |
|
|
2019
Q3 | $22.4M | Buy |
334,587
+14,497
| +5% | +$972K | 5.49% | 7 |
|
|
2019
Q2 | $21.3M | Buy |
320,090
+2,035
| +0.6% | +$136K | 5.63% | 6 |
|
|
2019
Q1 | $20.5M | Buy |
318,055
+7,556
| +2% | +$487K | 5.58% | 6 |
|
|
2018
Q4 | $17.6M | Buy |
310,499
+78,989
| +34% | +$4.48M | 5.41% | 6 |
|
|
2018
Q3 | $15.4M | Buy |
231,510
+218,088
| +1,625% | +$14.5M | 5.2% | 6 |
|
|
2018
Q2 | $839K | Sell |
13,422
-199
| -1% | -$12.4K | 0.33% | 23 |
|
|
2018
Q1 | $824K | Buy |
13,621
+1,842
| +16% | +$111K | 0.34% | 24 |
|
|
2017
Q4 | $720 | Buy |
11,779
+115
| +1% | +$7 | 0.22% | 20 |
|
|
2017
Q3 | $672K | Buy |
+11,664
| New | +$672K | 0.33% | 20 |
|