Magnolia Private Wealth’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
$2.29M Sell
16,987
-33
-0.2% -$4.46K 1.78% 15
2025
Q1
$2.08M Sell
17,020
-439
-3% -$53.6K 1.71% 14
2024
Q4
$2.25M Buy
+17,459
New +$2.25M 1.93% 11