Goldstein Advisors’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 Q1	$110M	Buy	772,851 +136,187	+21%	+$20.3M	12.23%	1
2025 Q4	$94.7M	Buy	636,664 +6,264	+1%	+$924K	10.79%	1
2025 Q3	$91.8M	Buy	630,400 +119,236	+23%	+$16.7M	11.16%	1
2025 Q2	$69M	Sell	511,164 -245,801	-32%	-$30.7M	9.27%	1
2025 Q1	$92.4M	Sell	756,965 -27,334	-3%	-$3.52M	13.5%	1
2024 Q4	$101M	Sell	784,299 -55,352	-7%	-$7.17M	14.65%	1
2024 Q3	$105M	Sell	839,651 -15,072	-2%	-$1.82M	16.03%	1
2024 Q2	$102M	Buy	854,723 +24,280	+3%	+$2.79M	16.98%	1
2024 Q1	$95.8M	Buy	830,443 +10,762	+1%	+$1.18M	16.35%	1
2023 Q4	$86.3M	Buy	819,681 +10,249	+1%	+$1M	14.55%	1
2023 Q3	$76.2M	Buy	809,432 +35,915	+5%	+$3.53M	15.91%	1
2023 Q2	$75.7M	Sell	773,517 -26,129	-3%	-$2.42M	15.85%	1
2023 Q1	$72.4M	Buy	799,646 +157,143	+24%	+$14M	15.92%	1
2022 Q4	$54.5M	Buy	+642,503	New	+$54.8M	13.19%	1