Urban Financial Advisory Corp’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
-512
Closed -$62.5K 51
2025
Q1
$62.5K Hold
512
0.03% 44
2024
Q4
$65.8K Buy
512
+1
+0.2% +$129 0.04% 38
2024
Q3
$64.1K Buy
+511
New +$64.1K 0.04% 38