Bingham Private 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
Sell
-1,651
Closed -$201K 161
2025
Q1
$201K Sell
1,651
-224
-12% -$27.3K 0.21% 148
2024
Q4
$241K Buy
+1,875
New +$241K 0.26% 118