JWM
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JDH Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

JDH Wealth Management’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 		$1.57M Buy
11,656
+9,252
+385% +$1.25M 1.21% 20
2025
Q1 		$293K Sell
2,404
-187
-7% -$22.8K 0.25% 38
2024
Q4 		$333K Buy
+2,591
New +$333K 0.29% 32