Avid Wealth Partners’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	–	Sell	-7,775	Closed	-$949K	–	57
2025 Q1	$949K	Buy	7,775 +5,352	+221%	+$653K	0.64%	26
2024 Q4	$312K	Sell	2,423 -13	-0.5%	-$1.67K	0.22%	36
2024 Q3	$306K	Buy	2,436 +194	+9%	+$24.4K	0.22%	32
2024 Q2	$266K	Buy	+2,242	New	+$266K	0.21%	32