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 Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Hold
1,783
0.16% 67
2025
Q1
$218K Hold
1,783
0.17% 66
2024
Q4
$229K Hold
1,783
0.17% 68
2024
Q3
$224K Hold
1,783
0.16% 78
2024
Q2
$212K Hold
1,783
0.17% 78
2024
Q1
$206K Buy
+1,783
New +$206K 0.17% 81