Congress Wealth Management’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
2025 Q2	$2.11M	Buy	15,646 +2,861	+22%	+$357K	0.02%	543
2025 Q1	$1.57M	Sell	12,785 -21,408	-63%	-$2.76M	0.02%	546
2024 Q4	$4.4M	Buy	34,193 +24,728	+261%	+$3.2M	0.06%	302
2024 Q3	$1.19M	Buy	9,465 +3,474	+58%	+$421K	0.02%	494
2024 Q2	$712K	Hold	5,991	–	–	0.01%	481
2024 Q1	$691K	Sell	5,991 -25,141	-81%	-$2.76M	0.01%	413
2023 Q4	$3.28M	Buy	31,132 +25,329	+436%	+$2.48M	0.06%	262
2023 Q3	$547K	Buy	5,803 +901	+18%	+$88.5K	0.01%	448
2023 Q2	$480K	Sell	4,902 -2,421	-33%	-$224K	0.01%	420
2023 Q1	$663K	Buy	7,323 +50	+0.7%	+$4.44K	0.02%	389
2022 Q4	$617K	Sell	7,273 -2,839	-28%	-$242K	0.02%	386
2022 Q3	$804K	Buy	10,112 +3,513	+53%	+$311K	0.02%	352
2022 Q2	$553K	Hold	6,599	–	–	0.01%	394
2022 Q1	$666K	Sell	6,599 -46,831	-88%	-$4.67M	0.01%	406
2021 Q4	$5.71M	Buy	+53,430	New	+$5.58M	0.11%	206