Carbahal Olsen Financial Services Group’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
$398K Buy
2,948
+1,159
+65% +$157K 0.34% 17
2025
Q1
$218K Sell
1,789
-1,159
-39% -$141K 0.21% 33
2024
Q4
$379K Buy
+2,948
New +$379K 0.35% 19