OPWM
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Oak Point Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Oak Point Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$5.3M Buy
89,680
+14,229
+19% +$841K 5.41% 1
2017
Q4 		$4.62M Buy
+75,451
New +$4.62M 4.55% 1