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

Dopkins 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	$5.68M	Buy
2025 Q2	$4.79M	Buy
2025 Q1	$2.04M	Buy
2024 Q4	$2.02M	Buy
2024 Q3	$733K	Sell
2024 Q2	$1.84M	Buy
2024 Q1	$1.45M	Buy
2023 Q4	–	Sell
2023 Q3	$934K	Buy