Omega Financial Group’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
2023
Q1
Sell
-3,379
Closed -$287K 83
2022
Q4
$287K Buy
+3,379
New +$287K 0.15% 72