Gleason Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.3M	Sell	136,029 -1,100	-0.8%	-$175K	1.95%	10
2026 Q1	$19.5M	Sell	137,129 -1,941	-1%	-$289K	1.93%	12
2025 Q4	$20.7M	Sell	139,070 -258	-0.2%	-$38.1K	2.03%	11
2025 Q3	$20.3M	Sell	139,328 -7,556	-5%	-$1.06M	2.04%	11
2025 Q2	$19.8M	Sell	146,884 -600	-0.4%	-$74.9K	2.15%	11
2025 Q1	$18M	Sell	147,484 -4,596	-3%	-$592K	3.25%	8
2024 Q4	$19.6M	Sell	152,080 -516	-0.3%	-$66.8K	3.44%	8
2024 Q3	$19.2M	Buy	152,596 +2,202	+1%	+$267K	3.51%	8
2024 Q2	$17.9M	Buy	150,394 +2,361	+2%	+$271K	3.63%	8
2024 Q1	$17.1M	Sell	148,033 -618	-0.4%	-$67.8K	3.57%	8
2023 Q4	$15.6M	Buy	148,651 +1,222	+0.8%	+$120K	3.59%	8
2023 Q3	$13.9M	Buy	147,429 +507	+0.3%	+$49.8K	3.65%	8
2023 Q2	$14.4M	Sell	146,922 -300	-0.2%	-$27.7K	3.73%	8
2023 Q1	$13.3M	Buy	147,222 +339	+0.2%	+$30.1K	3.83%	8
2022 Q4	$12.5M	Buy	146,883 +8,610	+6%	+$735K	3.91%	8
2022 Q3	$11M	Buy	138,273 +290	+0.2%	+$25.6K	3.79%	7
2022 Q2	$11.6M	Sell	137,983 -64	-0%	-$5.83K	3.98%	7
2022 Q1	$13.9M	Buy	138,047 +1,174	+0.9%	+$117K	4.14%	7
2021 Q4	$14.6M	Buy	136,873 +372	+0.3%	+$38.9K	4.78%	7
2021 Q3	$13.4M	Buy	136,501 +568	+0.4%	+$57.4K	4.85%	7
2021 Q2	$13.4M	Sell	135,933 -127	-0.1%	-$12.2K	4.87%	7
2021 Q1	$12.5M	Sell	136,060 -3,689	-3%	-$331K	4.91%	7
2020 Q4	$12M	Sell	139,749 -1,334	-0.9%	-$108K	5.78%	7
2020 Q3	$10.7M	Sell	141,083 -1,998	-1%	-$149K	6.15%	7
2020 Q2	$9.94M	Buy	143,081 +381	+0.3%	+$24.9K	6.15%	7
2020 Q1	$8.16M	Buy	142,700 +4,994	+4%	+$343K	6.46%	7
2019 Q4	$10M	Buy	+137,706	New	+$9.58M	5.97%	7

Other funds holding ITOT