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LWM Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

LWM Advisory Services’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-684
Closed -$64.5K – 118
2023
Q3 		$64.5K Buy
+684
New +$64.5K 0.07% 87