Lodestar Private Asset Management’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
Q2 | $490K | Sell |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $262K | Buy |
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