Boston Mountain Money Management’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
2024
Q3
$14.4M Sell
114,390
-2,297
-2% -$289K 8.34% 4
2024
Q2
$13.9M Sell
116,687
-299
-0.3% -$35.5K 9.14% 4
2024
Q1
$13.5M Buy
+116,986
New +$13.5M 9.24% 4