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

Elevate Wealth Advisory’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 Q2	$14.2M	Sell
2025 Q1	$13.1M	Sell
2024 Q4	$13.9M	Buy
2024 Q3	$13.5M	Buy
2024 Q2	$12.8M	Buy
2024 Q1	$11.6M	Buy
2023 Q4	$8.97M	Buy