INDEPENDENT FINANCIAL GROUP, LLC’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
$13.8M Sell
2025
Q4
$15.8M Buy
2025
Q3
$14.9M Buy
2025
Q2
$12M Buy