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

CogentBlue Wealth 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 Q3	$8.67M	Buy
2025 Q2	$7.63M	Sell
2025 Q1	$7.36M	Sell
2024 Q4	$8.03M	Buy