CPA
Clear Point Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Sell |
4,939
-92
| -2% | -$12.4K | 0.56% | 51 |
|
|
2025
Q1 | $614K | Sell |
5,031
-142
| -3% | -$17.3K | 0.55% | 52 |
|
|
2024
Q4 | $665K | Sell |
5,173
-533
| -9% | -$68.6K | 0.57% | 48 |
|
|
2024
Q3 | $717K | Buy |
5,706
+328
| +6% | +$41.2K | 0.55% | 46 |
|
|
2024
Q2 | $639K | Sell |
5,378
-418
| -7% | -$49.7K | 0.52% | 50 |
|
|
2024
Q1 | $668K | Buy |
5,796
+24
| +0.4% | +$2.77K | 0.55% | 50 |
|
|
2023
Q4 | $610K | Buy |
+5,772
| New | +$610K | 0.54% | 49 |
|