Axis 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
$296K Sell
2,194
-1,401
-39% -$189K 0.19% 118
2025
Q1
$439K Buy
3,595
+35
+1% +$4.27K 0.32% 89
2024
Q4
$458K Buy
+3,560
New +$458K 0.39% 79