SWMG LLC’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
2024
Q2
Sell
-3,007
Closed -$347K 103
2024
Q1
$347K Buy
3,007
+740
+33% +$85.3K 0.16% 72
2023
Q4
$239K Buy
+2,267
New +$239K 0.11% 91