UP Strategic Wealth Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.48M	Hold
2025 Q1	$4.05M	Hold
2024 Q4	$4.27M	Hold
2024 Q3	$4.17M	Hold
2024 Q2	$3.94M	Hold
2024 Q1	$3.82M	Sell
2023 Q4	$3.57M	Buy