One Wealth 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
2025 Q2	$2.76M	Buy	20,449 +2,606	+15%	+$352K	0.38%	48
2025 Q1	$2.18M	Buy	17,843 +12,648	+243%	+$1.54M	0.33%	57
2024 Q4	$668K	Sell	5,195 -111	-2%	-$14.3K	0.1%	103
2024 Q3	$667K	Sell	5,306 -82	-2%	-$10.3K	0.1%	105
2024 Q2	$629K	Buy	+5,388	New	+$629K	0.13%	86