Convergence Financial’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	$2.5M	Buy	18,501 +6,234	+51%	+$842K	0.43%	44
2025 Q1	$1.5M	Buy	12,267 +10,483	+588%	+$1.28M	0.29%	55
2024 Q4	$229K	Buy	+1,784	New	+$229K	0.05%	149