Capstone Wealth Management (Alabama)’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
$410K Sell
3,039
-4,099
-57% -$554K 0.36% 31
2025
Q1
$871K Buy
7,138
+3
+0% +$366 0.87% 17
2024
Q4
$918K Buy
+7,135
New +$918K 0.9% 16