LRI Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
1,636
+386
| +31% | +$52.1K | 0.02% | 266 |
|
|
2025
Q1 | $153K | Hold |
1,250
| – | – | 0.01% | 313 |
|
|
2024
Q4 | $161K | Hold |
1,250
| – | – | 0.02% | 318 |
|
|
2024
Q3 | $163K | Hold |
1,250
| – | – | 0.02% | 321 |
|
|
2024
Q2 | $148K | Hold |
1,250
| – | – | 0.02% | 308 |
|
|
2024
Q1 | $144K | Buy |
+1,250
| New | +$144K | 0.04% | 158 |
|