Baer Investment Advisory’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 Q1	–	Sell	-19,211	Closed	-$11.9M	–	26
2024 Q4	$11.9M	Buy	+19,211	New	+$11.9M	12.88%	1