Panoramic Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$611K Sell
2025
Q1
$567K Sell
2024
Q4
$624K Sell
2024
Q3
$613K Buy
2024
Q1
$658K Buy
2023
Q4
$591K Sell
2023
Q3
$539K Buy
2022
Q4
$496K Buy