Optivise Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Optivise Advisory Services’s Portfolio ITOT Stock Details ITOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$840K	Sell
2025 Q2	$1.58M	Sell
2025 Q1	$1.51M	Sell
2024 Q4	$1.6M	Sell
2024 Q3	$1.58M	Buy
2024 Q2	$1.48M	Buy