LI
LVZ Inc’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 | $5.63M | Buy |
41,701
+5,487
| +15% | +$741K | 0.68% | 13 |
|
|
2025
Q1 | $4.42M | Sell |
36,214
-9,185
| -20% | -$1.12M | 0.58% | 15 |
|
|
2024
Q4 | $5.84M | Buy |
45,399
+10,336
| +29% | +$1.33M | 0.75% | 13 |
|
|
2024
Q3 | $4.4M | Buy |
35,063
+908
| +3% | +$114K | 0.56% | 15 |
|
|
2024
Q2 | $4.06M | Buy |
34,155
+11,050
| +48% | +$1.31M | 0.55% | 15 |
|
|
2024
Q1 | $2.66M | Sell |
23,105
-2,179
| -9% | -$251K | 0.36% | 24 |
|
|
2023
Q4 | $2.66M | Sell |
25,284
-2,559
| -9% | -$269K | 0.38% | 23 |
|
|
2023
Q3 | $2.62M | Buy |
27,843
+1,523
| +6% | +$143K | 0.42% | 20 |
|
|
2023
Q2 | $2.58M | Buy |
26,320
+274
| +1% | +$26.8K | 0.36% | 26 |
|
|
2023
Q1 | $2.36M | Sell |
26,046
-4,461
| -15% | -$404K | 0.34% | 28 |
|
|
2022
Q4 | $2.59M | Buy |
30,507
+1,332
| +5% | +$113K | 0.4% | 21 |
|
|
2022
Q3 | $2.32M | Sell |
29,175
-204
| -0.7% | -$16.2K | 0.4% | 18 |
|
|
2022
Q2 | $2.46M | Buy |
29,379
+4,598
| +19% | +$385K | 0.41% | 17 |
|
|
2022
Q1 | $2.5M | Buy |
24,781
+501
| +2% | +$50.6K | 0.35% | 26 |
|
|
2021
Q4 | $2.6M | Buy |
24,280
+1,562
| +7% | +$167K | 0.35% | 27 |
|
|
2021
Q3 | $2.24M | Buy |
22,718
+807
| +4% | +$79.4K | 0.32% | 27 |
|
|
2021
Q2 | $2.16M | Buy |
21,911
+478
| +2% | +$47.2K | 0.32% | 30 |
|
|
2021
Q1 | $1.96M | Sell |
21,433
-5,987
| -22% | -$548K | 0.3% | 31 |
|
|
2020
Q4 | $2.36M | Sell |
27,420
-5,257
| -16% | -$453K | 0.4% | 27 |
|
|
2020
Q3 | $2.47M | Sell |
32,677
-1,662
| -5% | -$125K | 0.51% | 20 |
|
|
2020
Q2 | $2.39M | Sell |
34,339
-134,338
| -80% | -$9.33M | 0.53% | 15 |
|
|
2020
Q1 | $9.65M | Buy |
168,677
+146,015
| +644% | +$8.35M | 2.36% | 10 |
|
|
2019
Q4 | $1.65M | Buy |
22,662
+514
| +2% | +$37.4K | 0.32% | 27 |
|
|
2019
Q3 | $1.49M | Sell |
22,148
-121
| -0.5% | -$8.11K | 0.32% | 26 |
|
|
2019
Q2 | $1.48M | Buy |
22,269
+2,645
| +13% | +$176K | 0.34% | 23 |
|
|
2019
Q1 | $1.26M | Sell |
19,624
-23,410
| -54% | -$1.51M | 0.3% | 24 |
|
|
2018
Q4 | $2.44M | Buy |
43,034
+601
| +1% | +$34.1K | 0.69% | 22 |
|
|
2018
Q3 | $2.72M | Sell |
42,433
-6,551
| -13% | -$420K | 0.68% | 20 |
|
|
2018
Q2 | $3.06M | Sell |
48,984
-45,419
| -48% | -$2.84M | 0.78% | 17 |
|
|
2018
Q1 | $5.71M | Buy |
94,403
+3,371
| +4% | +$204K | 1.55% | 16 |
|
|
2017
Q4 | $5.57M | Buy |
91,032
+8,581
| +10% | +$525K | 1.65% | 16 |
|
|
2017
Q3 | $1.75M | Buy |
+82,451
| New | +$1.75M | 0.56% | 18 |
|
|
2016
Q2 | – | Sell |
-14,247
| Closed | -$1.33M | – | 52 |
|
|
2016
Q1 | $1.33M | Buy |
14,247
+8,062
| +130% | +$753K | 0.63% | 21 |
|
|
2015
Q4 | $574K | Sell |
6,185
-494
| -7% | -$45.8K | 7.85% | 2 |
|
|
2015
Q3 | $585K | Sell |
6,679
-8,141
| -55% | -$713K | 0.38% | 23 |
|
|
2015
Q2 | $1.44M | Buy |
+14,820
| New | +$1.44M | 0.8% | 17 |
|