BlueStem 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
$1.79M Sell
13,226
-342
-3% -$46.2K 0.22% 40
2025
Q1
$1.66M Buy
13,568
+255
+2% +$31.1K 0.23% 36
2024
Q4
$1.71M Buy
+13,313
New +$1.71M 0.22% 38