Gries Financial’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
2025 Q3	$318K	Sell	2,185 -19,919	-90%	-$2.79M	0.05%	228
2025 Q2	$2.98M	Hold	22,104	–	–	0.54%	34
2025 Q1	$2.7M	Buy	22,104 +564	+3%	+$72.7K	0.52%	35
2024 Q4	$2.77M	Buy	21,540 +80	+0.4%	+$10.4K	0.49%	39
2024 Q3	$2.7M	Sell	21,460 -111	-0.5%	-$13.4K	0.5%	38
2024 Q2	$2.56M	Buy	21,571 +176	+0.8%	+$20.2K	0.53%	42
2024 Q1	$2.47M	Sell	21,395 -15,996	-43%	-$1.75M	0.41%	60
2023 Q4	$3.93M	Sell	37,391 -523	-1%	-$51.3K	0.86%	18
2023 Q3	$3.57M	Buy	37,914 +285	+0.8%	+$28K	0.96%	19
2023 Q2	$3.68M	Hold	37,629	–	–	1.02%	16
2023 Q1	$3.41M	Sell	37,629 -85	-0.2%	-$7.55K	1.01%	17
2022 Q4	$3.2M	Sell	37,714 -223	-0.6%	-$19K	1.06%	23
2022 Q3	$3.02M	Sell	37,937 -259	-0.7%	-$22.9K	1.28%	14
2022 Q2	$3.2M	Sell	38,196 -103	-0.3%	-$9.38K	1.52%	10
2022 Q1	$3.87M	Buy	38,299 +373	+1%	+$37.2K	1.42%	11
2021 Q4	$4.06M	Buy	37,926 +103	+0.3%	+$10.8K	1.66%	11
2021 Q3	$3.72M	Hold	37,823	–	–	1.17%	16
2021 Q2	$3.81M	Hold	37,823	–	–	1.22%	15
2021 Q1	$3.55M	Buy	+37,823	New	+$3.39M	1.13%	16