Avion Wealth’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
$419K Hold
3,107
0.1% 59
2025
Q1
$399K Hold
3,107
0.1% 57
2024
Q4
$399K Buy
3,107
+700
+29% +$89.9K 0.1% 57
2024
Q3
$302K Hold
2,407
0.08% 63
2024
Q2
$285K Buy
+2,407
New +$285K 0.08% 60