Atlantic Edge Private Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
2025
Q1
$132K Hold
2024
Q4
$139K Hold
2024
Q3
$136K Hold
2024
Q2
$128K Buy
2024
Q1
$42.1K Buy