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

Defined 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 Q3	$265K	Hold
2025 Q2	$245K	Hold
2025 Q1	$222K	Hold
2024 Q4	$234K	Hold
2024 Q3	$228K	Hold
2024 Q2	$216K	Hold
2024 Q1	$210K	Buy
2021 Q1	–	Sell
2020 Q4	$2K	Buy