Live Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $430K | Sell |
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|
2025
Q2 | $413K | Hold |
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|
2025
Q1 | $373K | Hold |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $215K | Buy |
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