Strategic Financial Concepts’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
$988K Buy
7,319
+1,519
+26% +$205K 0.14% 87
2025
Q1
$708K Sell
5,800
-200
-3% -$24.4K 0.13% 152
2024
Q4
$772K Buy
+6,000
New +$772K 0.15% 145
2024
Q3
Sell
-44,003
Closed -$113K 470
2024
Q2
$113K Buy
+44,003
New +$113K 0.07% 168