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

Genesis Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$523K Sell
3,871
-1,233
-24% -$167K 0.39% 33
2025
Q1 		$623K Sell
5,104
-1,491
-23% -$182K 0.5% 27
2024
Q4 		$848K Buy
+6,595
New +$848K 0.74% 26