Annis Gardner Whiting Capital Advisors’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	$850K	Hold	6,293	–	–	0.29%	75
2025 Q1	$768K	Hold	6,293	–	–	0.32%	71
2024 Q4	$809K	Hold	6,293	–	–	0.23%	80
2024 Q3	$791K	Buy	6,293 +2,795	+80%	+$351K	0.22%	91
2024 Q2	$415K	Hold	3,498	–	–	0.12%	147
2024 Q1	$403K	Buy	+3,498	New	+$403K	0.14%	118