C1AG
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Client 1st Advisory Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Client 1st Advisory Group’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$767K Hold
5,680
– – 0.28% 44
2025
Q1 		$693K Hold
5,680
– – 0.27% 50
2024
Q4 		$731K Buy
+5,680
New +$731K 0.28% 45