DWM
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DKM Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

DKM Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.77M Sell
50,155
-605
-1% -$81.7K 5.84% 6
2025
Q1 		$6.19M Buy
50,760
+1,969
+4% +$240K 6.01% 5
2024
Q4 		$6.28M Buy
+48,791
New +$6.28M 5.95% 5