SWA
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SOA Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72.2K Buy
+535
New +$72.2K 0.01% 313
2024
Q1
Sell
-16
Closed -$1.68K 916
2023
Q4
$1.68K Buy
+16
New +$1.68K ﹤0.01% 715