GEN Financial Management’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
$559K Hold
4,137
0.46% 28
2025
Q1
$505K Hold
4,137
0.34% 28
2024
Q4
$532K Buy
+4,137
New +$532K 0.35% 32