Simplicity Wealth’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
Sell
-1,882
Closed -$230K 630
2025
Q1
$230K Buy
+1,882
New +$230K 0.02% 486
2024
Q3
Sell
-1,962
Closed -$233K 838
2024
Q2
$233K Sell
1,962
-21,251
-92% -$2.52M 0.01% 1043
2024
Q1
$2.68M Buy
+23,213
New +$2.68M 0.06% 295