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

Able Wealth Management’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 Q3	$4.1M	Buy
2025 Q2	$3.78M	Buy
2025 Q1	$2.67M	Buy
2024 Q4	$2.58M	Sell
2024 Q3	$2.62M	Sell
2024 Q2	$2.48M	Sell
2024 Q1	$2.86M	Buy
2023 Q4	$2.3M	Buy