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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08M	Buy	14,591 +1,794	+14%	+$267K	0.12%	109
2025 Q4	$1.9M	Sell	12,797 -3,173	-20%	-$468K	0.1%	136
2025 Q3	$2.33M	Sell	15,970 -2,112	-12%	-$296K	0.14%	92
2025 Q2	$2.44M	Sell	18,082 -765	-4%	-$95.5K	0.25%	59
2025 Q1	$2.3M	Sell	18,847 -502	-3%	-$64.7K	0.26%	60
2024 Q4	$2.49M	Sell	19,349 -1,870	-9%	-$242K	0.29%	54
2024 Q3	$2.67M	Buy	21,219 +4,424	+26%	+$536K	0.32%	47
2024 Q2	$1.99M	Sell	16,795 -1,824	-10%	-$209K	0.28%	53
2024 Q1	$2.15M	Buy	18,619 +2	+0%	+$219	0.31%	48
2023 Q4	$1.96M	Buy	18,617 +5	+0%	+$490	0.32%	43
2023 Q3	$1.75M	Hold	18,612	–	–	0.23%	65
2023 Q2	$1.82M	Hold	18,612	–	–	0.24%	68
2023 Q1	$1.69M	Hold	18,612	–	–	0.23%	69
2022 Q4	$1.58M	Buy	18,612 +214	+1%	+$18.3K	0.23%	70
2022 Q3	$1.46M	Hold	18,398	–	–	0.27%	64
2022 Q2	$1.54M	Sell	18,398 -415,139	-96%	-$37.8M	0.39%	49
2022 Q1	$4.29M	Buy	+433,537	New	+$43.2M	0.06%	139