Aegis Wealth Management’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
$5.75M Hold
47,167
3.45% 6
2025
Q1
$5.75M Sell
47,167
-351
-0.7% -$42.8K 3.38% 6
2024
Q4
$6.11M Buy
+47,518
New +$6.11M 4.13% 5