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

Family 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	$39.9M	Sell
2025 Q2	$37.4M	Buy
2025 Q1	$32.9M	Buy
2024 Q4	$32.8M	Buy
2024 Q3	$26.9M	Buy
2024 Q2	$25M	Buy
2024 Q1	$21.3M	Buy
2023 Q4	$12.2M	Buy