Gutierrez Wealth 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
$325K Sell
2,404
-8
-0.3% -$1.08K 0.22% 44
2025
Q1
$294K Buy
2,412
+28
+1% +$3.42K 0.24% 33
2024
Q4
$307K Buy
+2,384
New +$307K 0.25% 35