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

Cary Street Partners Investment Advisory’s Portfolio ITOT Stock Details ITOT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$122K	Buy
2023 Q4	–	Sell
2023 Q3	$261K	Buy
2023 Q2	$86.6K	Buy
2023 Q1	$20K	Buy
2022 Q4	$18.7K	Buy