Essential Planning’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 Q1	–	Sell	-115,074	Closed	-$14.9M	–	186
2024 Q4	$14.9M	Buy	115,074 +113,021	+5,505%	+$14.6M	0.1%	67
2024 Q3	$258K	Buy	+2,053	New	+$258K	0.11%	69