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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Hold |
3,055
| – | – | 0.06% | 137 |
|
|
2025
Q1 | $373K | Hold |
3,055
| – | – | 0.06% | 138 |
|
|
2024
Q4 | $393K | Sell |
3,055
-100
| -3% | -$12.9K | 0.07% | 135 |
|
|
2024
Q3 | $396K | Hold |
3,155
| – | – | 0.06% | 128 |
|
|
2024
Q2 | $375K | Hold |
3,155
| – | – | 0.06% | 127 |
|
|
2024
Q1 | $364K | Buy |
3,155
+448
| +17% | +$51.7K | 0.06% | 126 |
|
|
2023
Q4 | $285K | Hold |
2,707
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $255K | Hold |
2,707
| – | – | 0.05% | 130 |
|
|
2023
Q2 | $265K | Sell |
2,707
-925
| -25% | -$90.5K | 0.05% | 134 |
|
|
2023
Q1 | $329K | Buy |
3,632
+925
| +34% | +$83.8K | 0.07% | 125 |
|
|
2022
Q4 | $230K | Hold |
2,707
| – | – | 0.05% | 153 |
|
|
2022
Q3 | $215K | Buy |
+2,707
| New | +$215K | 0.05% | 155 |
|