Sage Private Wealth Group’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
$225K Buy
2022
Q2
Sell
2022
Q1
$1K Hold
2021
Q4
$1K Hold
2021
Q3
$1K Buy