Base Wealth Management 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
2025
Q2
$1.19M Hold
8,788
0.76% 24
2025
Q1
$1.07M Buy
+8,788
New +$1.07M 0.82% 23