Client 1st Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$827K Hold
2025
Q2
$767K Hold
2025
Q1
$693K Hold
2024
Q4
$731K Buy