Paragon Financial Partners’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
Q3
$260K Hold
2025
Q2
$241K Hold
2025
Q1
$218K Hold
2024
Q4
$229K Hold
2024
Q3
$224K Hold
2024
Q2
$212K Hold
2024
Q1
$206K Buy