Northwest Financial 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
2024
Q4
Sell
-827
Closed -$104K 319
2024
Q3
$104K Buy
+827
New +$104K 0.08% 152
2024
Q1
Sell
-886
Closed -$93.2K 297
2023
Q4
$93.2K Buy
+886
New +$93.2K 0.08% 149