OAM
Occidental Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
2,136
-16
| -0.7% | -$2.16K | 0.04% | 200 |
|
|
2025
Q1 | $263K | Sell |
2,152
-59
| -3% | -$7.2K | 0.04% | 204 |
|
|
2024
Q4 | $284K | Sell |
2,211
-109
| -5% | -$14K | 0.04% | 171 |
|
|
2024
Q3 | $291K | Buy |
2,320
+7
| +0.3% | +$879 | 0.05% | 172 |
|
|
2024
Q2 | $275K | Buy |
+2,313
| New | +$275K | 0.05% | 167 |
|