LWM
LJI 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 | $160M | Buy |
1,185,987
+148,295
| +14% | +$20M | 27.89% | 1 |
|
|
2025
Q1 | $127M | Buy |
1,037,692
+53,298
| +5% | +$6.5M | 25.21% | 1 |
|
|
2024
Q4 | $127M | Buy |
984,394
+71,295
| +8% | +$9.17M | 24.94% | 1 |
|
|
2024
Q3 | $115M | Buy |
913,099
+17,885
| +2% | +$2.25M | 23.44% | 1 |
|
|
2024
Q2 | $106M | Buy |
895,214
+49,704
| +6% | +$5.9M | 23.5% | 1 |
|
|
2024
Q1 | $97.5M | Buy |
845,510
+16,550
| +2% | +$1.91M | 25.22% | 1 |
|
|
2023
Q4 | $87.2M | Buy |
828,960
+39,001
| +5% | +$4.1M | 22.59% | 1 |
|
|
2023
Q3 | $74.4M | Sell |
789,959
-1,182,894
| -60% | -$111M | 21.41% | 1 |
|
|
2023
Q2 | $73.3M | Buy |
1,972,853
+1,242,721
| +170% | +$46.2M | 21.34% | 1 |
|
|
2023
Q1 | $66.1M | Buy |
730,132
+47,108
| +7% | +$4.27M | 20.89% | 1 |
|
|
2022
Q4 | $57.9M | Buy |
+683,024
| New | +$57.9M | 20.3% | 1 |
|