Kowal Investment Group’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
2023
Q1
Sell
-2,483
Closed -$211K 164
2022
Q4
$211K Sell
2,483
-737
-23% -$62.5K 0.06% 151
2022
Q3
$256K Buy
+3,220
New +$256K 0.09% 117