Perennial Investment Advisors’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
$457K Buy
3,384
+1,455
+75% +$197K 0.04% 265
2025
Q1
$235K Buy
+1,929
New +$235K 0.03% 369