Lynch & Associates’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 | $7.71M | Buy |
57,057
+408
| +0.7% | +$55.1K | 1.55% | 17 |
|
|
2025
Q1 | $6.91M | Buy |
56,649
+1,294
| +2% | +$158K | 1.49% | 22 |
|
|
2024
Q4 | $7.12M | Sell |
55,355
-1,517
| -3% | -$195K | 1.54% | 19 |
|
|
2024
Q3 | $7.14M | Sell |
56,872
-792
| -1% | -$99.5K | 1.51% | 21 |
|
|
2024
Q2 | $6.85M | Buy |
57,664
+359
| +0.6% | +$42.6K | 1.54% | 20 |
|
|
2024
Q1 | $6.61M | Buy |
57,305
+636
| +1% | +$73.3K | 1.53% | 20 |
|
|
2023
Q4 | $5.96M | Buy |
56,669
+455
| +0.8% | +$47.9K | 1.45% | 22 |
|
|
2023
Q3 | $5.29M | Buy |
56,214
+809
| +1% | +$76.2K | 1.4% | 22 |
|
|
2023
Q2 | $5.42M | Sell |
55,405
-616
| -1% | -$60.3K | 1.39% | 26 |
|
|
2023
Q1 | $5.07M | Sell |
56,021
-908
| -2% | -$82.2K | 1.33% | 28 |
|
|
2022
Q4 | $4.83M | Buy |
56,929
+59
| +0.1% | +$5K | 1.26% | 27 |
|
|
2022
Q3 | $4.52M | Buy |
56,870
+2,081
| +4% | +$166K | 1.32% | 25 |
|
|
2022
Q2 | $4.59M | Buy |
54,789
+1,094
| +2% | +$91.7K | 1.25% | 28 |
|
|
2022
Q1 | $5.42M | Buy |
53,695
+551
| +1% | +$55.6K | 1.31% | 29 |
|
|
2021
Q4 | $5.69M | Buy |
53,144
+617
| +1% | +$66K | 1.34% | 26 |
|
|
2021
Q3 | $5.17M | Buy |
52,527
+616
| +1% | +$60.6K | 1.34% | 29 |
|
|
2021
Q2 | $5.13M | Buy |
51,911
+1,482
| +3% | +$146K | 1.32% | 30 |
|
|
2021
Q1 | $4.62M | Buy |
50,429
+1,791
| +4% | +$164K | 1.25% | 31 |
|
|
2020
Q4 | $4.19M | Sell |
48,638
-47
| -0.1% | -$4.05K | 1.14% | 30 |
|
|
2020
Q3 | $3.68M | Buy |
48,685
+3,990
| +9% | +$301K | 1.1% | 30 |
|
|
2020
Q2 | $3.1M | Buy |
44,695
+301
| +0.7% | +$20.9K | 1% | 33 |
|
|
2020
Q1 | $2.54M | Buy |
44,394
+4,410
| +11% | +$252K | 0.93% | 36 |
|
|
2019
Q4 | $2.91M | Buy |
39,984
+1,760
| +5% | +$128K | 0.84% | 41 |
|
|
2019
Q3 | $2.56M | Buy |
38,224
+863
| +2% | +$57.9K | 0.78% | 41 |
|
|
2019
Q2 | $2.49M | Buy |
37,361
+986
| +3% | +$65.7K | 0.81% | 40 |
|
|
2019
Q1 | $2.34M | Buy |
36,375
+3,540
| +11% | +$228K | 0.78% | 41 |
|
|
2018
Q4 | $1.86M | Buy |
32,835
+1,456
| +5% | +$82.7K | 0.7% | 44 |
|
|
2018
Q3 | $2.09M | Buy |
31,379
+4,617
| +17% | +$308K | 0.71% | 43 |
|
|
2018
Q2 | $1.67M | Buy |
26,762
+9,750
| +57% | +$610K | 0.61% | 46 |
|
|
2018
Q1 | $1.03M | Buy |
+17,012
| New | +$1.03M | 0.39% | 55 |
|