LPAM
Lodestar Private Asset 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 | $490K | Sell |
3,628
-336
| -8% | -$45.4K | 0.06% | 142 |
|
|
2025
Q1 | $484K | Buy |
3,964
+1
| +0% | +$122 | 0.06% | 141 |
|
|
2024
Q4 | $510K | Buy |
3,963
+197
| +5% | +$25.3K | 0.06% | 137 |
|
|
2024
Q3 | $473K | Buy |
3,766
+510
| +16% | +$64.1K | 0.06% | 143 |
|
|
2024
Q2 | $387K | Sell |
3,256
-111
| -3% | -$13.2K | 0.05% | 151 |
|
|
2024
Q1 | $388K | Buy |
3,367
+506
| +18% | +$58.3K | 0.06% | 152 |
|
|
2023
Q4 | $301K | Buy |
2,861
+14
| +0.5% | +$1.47K | 0.05% | 165 |
|
|
2023
Q3 | $268K | Sell |
2,847
-40
| -1% | -$3.77K | 0.05% | 165 |
|
|
2023
Q2 | $282K | Sell |
2,887
-213
| -7% | -$20.8K | 0.05% | 166 |
|
|
2023
Q1 | $281K | Buy |
3,100
+13
| +0.4% | +$1.18K | 0.05% | 160 |
|
|
2022
Q4 | $262K | Buy |
+3,087
| New | +$262K | 0.05% | 168 |
|