Steward Financial Group’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
2023
Q3
$264K Hold
2,805
0.08% 61
2023
Q2
$274K Buy
+2,805
New +$274K 0.09% 54
2022
Q4
Sell
-2,805
Closed -$223K 673
2022
Q3
$223K Buy
+2,805
New +$223K 0.16% 45