Sound View Wealth Advisors Group’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
$410K Buy
3,034
+18
+0.6% +$2.43K 0.03% 295
2025
Q1
$368K Hold
3,016
0.03% 306
2024
Q4
$388K Sell
3,016
-260
-8% -$33.4K 0.03% 299
2024
Q3
$412K Buy
+3,276
New +$412K 0.03% 288