LRWA
Long Run Wealth Advisors’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 | $353K | Sell |
2,616
-38
| -1% | -$5.13K | 0.07% | 83 |
|
|
2025
Q1 | $324K | Sell |
2,654
-111
| -4% | -$13.5K | 0.07% | 83 |
|
|
2024
Q4 | $356K | Sell |
2,765
-616
| -18% | -$79.2K | 0.09% | 80 |
|
|
2024
Q3 | $425K | Buy |
3,381
+1,621
| +92% | +$204K | 0.1% | 77 |
|
|
2024
Q2 | $209K | Sell |
1,760
-259
| -13% | -$30.8K | 0.05% | 99 |
|
|
2024
Q1 | $233K | Hold |
2,019
| – | – | 0.06% | 88 |
|
|
2023
Q4 | $212K | Buy |
+2,019
| New | +$212K | 0.06% | 88 |
|
|
2023
Q3 | – | Sell |
-2,182
| Closed | -$213K | – | 89 |
|
|
2023
Q2 | $213K | Buy |
+2,182
| New | +$213K | 0.07% | 91 |
|
|
2022
Q1 | – | Sell |
-2,022
| Closed | -$216K | – | 97 |
|
|
2021
Q4 | $216K | Buy |
+2,022
| New | +$216K | 0.08% | 97 |
|