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

Heritage Oak Wealth Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.83M Buy
+28,342
New +$3.83M 1.48% 11