LM Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

LM Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Hold
2025 Q1	$230K	Hold
2024 Q4	$243K	Hold
2024 Q3	$237K	Hold
2024 Q2	$224K	Hold
2024 Q1	$218K	Hold
2023 Q4	$199K	Buy