CBIZ Investment Advisory Services’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
$67.5K Hold
500
﹤0.01% 104
2025
Q1
$61K Hold
500
﹤0.01% 102
2024
Q4
$64.3K Hold
500
﹤0.01% 98
2024
Q3
$62.8K Hold
500
﹤0.01% 97
2024
Q2
$59.4K Hold
500
﹤0.01% 97
2024
Q1
$57.7K Buy
+500
New +$57.7K ﹤0.01% 93