Helen Stephens Group’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 Q2	$4.02M	Buy	29,742 +5,179	+21%	+$699K	1%	20
2025 Q1	$3M	Buy	24,563 +12,825	+109%	+$1.56M	0.85%	22
2024 Q4	$1.51M	Sell	11,738 -2,248	-16%	-$289K	0.45%	32
2024 Q3	$1.76M	Buy	13,986 +4,119	+42%	+$517K	0.53%	28
2024 Q2	$1.17M	Buy	+9,867	New	+$1.17M	0.41%	35