Optivise Advisory Services’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	$1.58M	Sell	11,694 -692	-6%	-$93.4K	0.81%	29
2025 Q1	$1.51M	Sell	12,386 -92	-0.7%	-$11.2K	0.85%	26
2024 Q4	$1.6M	Sell	12,478 -79	-0.6%	-$10.2K	0.86%	31
2024 Q3	$1.58M	Buy	12,557 +138	+1%	+$17.3K	0.83%	33
2024 Q2	$1.48M	Buy	+12,419	New	+$1.48M	0.8%	34