Canandaigua National Trust of Florida’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
$529K Buy
+3,919
New +$529K 0.38% 71
2025
Q1
Sell
-3,856
Closed -$496K 116
2024
Q4
$496K Buy
+3,856
New +$496K 0.39% 62