Brass Tax Wealth 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
2025
Q2
$589K Buy
4,359
+159
+4% +$21.5K 0.11% 98
2025
Q1
$512K Hold
4,200
0.11% 99
2024
Q4
$540K Hold
4,200
0.11% 92
2024
Q3
$528K Hold
4,200
0.11% 84
2024
Q2
$499K Hold
4,200
0.22% 62
2024
Q1
$484K Buy
+4,200
New +$484K 0.25% 52