HWP
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Hefty Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Hefty Wealth Partners’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$9.57M Sell
158,264
-7,520
-5% -$455K 6.16% 1
2017
Q4 		$10.1M Buy
165,784
+3,787
+2% +$232K 6.28% 1
2017
Q3 		$9.34M Buy
+161,997
New +$9.34M 6.17% 1