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Kathleen S. Wright Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kathleen S. Wright Associates’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 		$384K Hold
2,840
– – 0.15% 84
2025
Q1 		$347K Hold
2,840
– – 0.14% 88
2024
Q4 		$365K Hold
2,840
– – 0.15% 87
2024
Q3 		$357K Buy
+2,840
New +$357K 0.15% 88