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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.63M Sell
56,500
-3,840
-6% -$519K 5.84% 4
2025
Q1 		$7.36M Sell
60,340
-2,108
-3% -$257K 6.46% 4
2024
Q4 		$8.03M Buy
+62,448
New +$8.03M 7.07% 2