Capital Performance Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Capital Performance Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.27M	Buy
2025 Q1	$1.09M	Buy
2024 Q4	$1.03M	Buy
2024 Q3	$307K	Buy
2024 Q2	$229K	Buy
2024 Q1	$208K	Buy
2022 Q2	–	Sell
2022 Q1	$207K	Buy