OFC Financial Planning’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
$632K Buy
4,683
+109
+2% +$14.7K 0.67% 38
2025
Q1
$558K Sell
4,574
-172
-4% -$21K 0.63% 39
2024
Q4
$610K Buy
+4,746
New +$610K 0.64% 36