DFPG Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$910K Sell
8,799
-3,007
-25% -$311K 0.07% 248
2023
Q3
$1.12M Sell
11,806
-887
-7% -$84.2K 0.1% 190
2023
Q2
$1.28M Buy
12,693
+9,742
+330% +$982K 0.12% 180
2023
Q1
$267K Buy
+2,951
New +$267K 0.03% 453