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

Cherry Tree 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 Q2	$2.26M	Buy
2025 Q1	$2.03M	Sell
2024 Q4	$2.17M	Sell
2024 Q3	$2.15M	Sell
2024 Q2	$2.05M	Buy
2024 Q1	$1.98M	Sell
2023 Q4	$1.81M	Sell
2023 Q3	$1.64M	Buy
2023 Q2	$1.62M	Buy