Cornerstone Planning Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cornerstone Planning Group’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 Q3	$26.9K	Buy
2025 Q2	$8.63K	Sell
2025 Q1	$44.8K	Buy
2024 Q4	$7.06K	Buy
2024 Q3	$6.8K	Sell
2024 Q2	$6.03K	Buy
2024 Q1	$5.96K	Hold
2023 Q4	$5.58K	Hold
2023 Q3	$4.99K	Buy
2022 Q4	$24.9K	Buy