Sterling Investment Counsel’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
-1,802
Closed -$220K 153
2025
Q1
$220K Buy
+1,802
New +$220K 0.08% 162
2024
Q4
Sell
-1,749
Closed -$220K 149
2024
Q3
$220K Buy
+1,749
New +$220K 0.08% 160