Lifelong Wealth Advisors’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
Q2
Sell
-1,644
Closed -$201K 81
2025
Q1
$201K Buy
1,644
+27
+2% +$3.29K 0.09% 67
2024
Q4
$208K Buy
+1,617
New +$208K 0.09% 66