Elevation Capital Advisory’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
2025
Q2
$1.93M Buy
+14,313
New +$1.93M 0.77% 31
2024
Q4
Sell
-2,935
Closed -$369K 64
2024
Q3
$369K Buy
+2,935
New +$369K 0.16% 44
2021
Q2
$283K Buy
+2,876
New +$283K 0.16% 20