TLA
Tanglewood Legacy 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 | $1.4M | Buy |
10,340
+28
| +0.3% | +$3.78K | 0.57% | 31 |
|
|
2025
Q1 | $1.26M | Buy |
10,312
+216
| +2% | +$26.4K | 0.55% | 30 |
|
|
2024
Q4 | $1.3M | Buy |
10,096
+34
| +0.3% | +$4.37K | 0.56% | 33 |
|
|
2024
Q3 | $1.26M | Buy |
10,062
+35
| +0.3% | +$4.4K | 0.56% | 32 |
|
|
2024
Q2 | $1.19M | Buy |
10,027
+26
| +0.3% | +$3.09K | 0.56% | 31 |
|
|
2024
Q1 | $1.15M | Buy |
10,001
+25
| +0.3% | +$2.88K | 0.57% | 29 |
|
|
2023
Q4 | $1.05M | Buy |
9,976
+282
| +3% | +$29.7K | 0.57% | 27 |
|
|
2023
Q3 | $913K | Hold |
9,694
| – | – | 0.55% | 30 |
|
|
2023
Q2 | $949K | Buy |
9,694
+27
| +0.3% | +$2.64K | 0.55% | 30 |
|
|
2023
Q1 | $875K | Buy |
9,667
+256
| +3% | +$23.2K | 0.56% | 29 |
|
|
2022
Q4 | $798K | Buy |
+9,411
| New | +$798K | 0.57% | 29 |
|