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

Confluence Wealth Services’s Portfolio ITOT Stock Details ITOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$363K	Hold
2025 Q2	$336K	Hold
2025 Q1	$291K	Buy
2024 Q4	$334K	Sell
2024 Q3	$322K	Sell
2024 Q2	$366K	Buy
2024 Q1	$269K	Buy