Cape Investment Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cape Investment Advisory’s Portfolio ITOT Stock Details ITOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$55.6K	Buy
2025 Q1	$33.5K	Buy
2024 Q4	$34.3K	Hold
2024 Q3	$33.4K	Buy
2024 Q2	$31.5K	Sell
2024 Q1	$97.6K	Buy
2023 Q4	$89K	Buy
2023 Q3	$19.4K	Sell
2023 Q2	$41.4K	Buy
2023 Q1	$28.5K	Buy