HM Payson & Co’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
Q1
$3.39K Hold
28
﹤0.01% 931
2024
Q4
$3.57K Buy
+28
New +$3.57K ﹤0.01% 923
2018
Q1
Sell
-3,493
Closed -$214K 347
2017
Q4
$214K Hold
3,493
0.01% 331
2017
Q3
$201K Buy
+3,493
New +$201K 0.01% 317