Poinciana Advisors Group’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	$479K	Buy	3,549 +570	+19%	+$77K	0.43%	37
2025 Q1	$363K	Buy	2,979 +2	+0.1%	+$244	0.38%	41
2024 Q4	$383K	Buy	+2,977	New	+$383K	0.39%	37