Clear Point Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Clear Point Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$667K	Sell
2025 Q1	$614K	Sell
2024 Q4	$665K	Sell
2024 Q3	$717K	Buy
2024 Q2	$639K	Sell
2024 Q1	$668K	Buy
2023 Q4	$610K	Buy