Evernest Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Hold
2025
Q1
$277K Hold
2024
Q4
$292K Hold
2024
Q3
$285K Sell
2024
Q2
$356K Hold
2024
Q1
$326K Hold
2023
Q4
$316K Buy
2021
Q4
$331K Buy