BMWS
ITOT icon

Brady Martz Wealth Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$47.4M Buy
350,866
+148,456
+73% +$20M 9.17% 1
2025
Q1
$24.7M Buy
202,410
+38,132
+23% +$4.65M 5.59% 4
2024
Q4
$21M Buy
+164,278
New +$21M 5.07% 4