Great Waters Wealth 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
$380K Sell
2,812
-86
-3% -$11.6K 0.05% 71
2025
Q1
$354K Hold
2,898
0.05% 71
2024
Q4
$373K Buy
2,898
+424
+17% +$54.5K 0.05% 75
2024
Q3
$311K Hold
2,474
0.04% 83
2024
Q2
$294K Buy
+2,474
New +$294K 0.04% 82