Curated Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Curated Wealth Partners’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	$1.35M	Hold
2025 Q2	$1.26M	Hold
2025 Q1	$1.13M	Hold
2024 Q4	$1.2M	Buy