Bridge Advisory’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
Q2
Sell
-1,951
Closed -$225K 102
2024
Q1
$225K Sell
1,951
-693
-26% -$79.9K 0.11% 98
2023
Q4
$278K Sell
2,644
-823
-24% -$86.6K 0.14% 91
2023
Q3
$327K Buy
+3,467
New +$327K 0.11% 115