Johnson Bixby & Associates’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	$83.6M	Sell	587,001 -102,577	-15%	-$15.3M	10.37%	2
2025 Q4	$103M	Sell	689,578 -18,263	-3%	-$2.7M	12.71%	1
2025 Q3	$103M	Sell	707,841 -3,828	-0.5%	-$537K	13.21%	2
2025 Q2	$96.1M	Buy	711,669 +6,193	+0.9%	+$773K	13.2%	2
2025 Q1	$86.1M	Sell	705,476 -126,157	-15%	-$16.3M	12.87%	2
2024 Q4	$107M	Sell	831,633 -1,833	-0.2%	-$237K	16.32%	1
2024 Q3	$105M	Sell	833,466 -236	-0%	-$28.6K	15.96%	1
2024 Q2	$99M	Buy	833,702 +15,691	+2%	+$1.8M	16.59%	1
2024 Q1	$94.3M	Buy	818,011 +6,642	+0.8%	+$728K	16.39%	1
2023 Q4	$85.4M	Buy	811,369 +22,014	+3%	+$2.16M	16.12%	1
2023 Q3	$74.3M	Buy	789,355 +47,598	+6%	+$4.68M	15.5%	1
2023 Q2	$72.6M	Buy	741,757 +28,270	+4%	+$2.61M	15.05%	1
2023 Q1	$64.6M	Buy	713,487 +105,583	+17%	+$9.37M	14.26%	1
2022 Q4	$51.6M	Buy	607,904 +12,356	+2%	+$1.05M	11.99%	1
2022 Q3	$47.4M	Sell	595,548 -61,601	-9%	-$5.45M	11.89%	2
2022 Q2	$55.1M	Buy	657,149 +62,411	+10%	+$5.69M	13.43%	1
2022 Q1	$60M	Sell	594,738 -12,856	-2%	-$1.28M	15.47%	1
2021 Q4	$65M	Buy	607,594 +27,574	+5%	+$2.88M	17.22%	1
2021 Q3	$57.1M	Buy	580,020 +10,509	+2%	+$1.06M	16.52%	1
2021 Q2	$57.1M	Sell	569,511 -1,797	-0.3%	-$173K	16.52%	1
2021 Q1	$52.3M	Buy	571,308 +19,256	+3%	+$1.73M	16.54%	1
2020 Q4	$47.6M	Buy	+552,052	New	+$44.7M	15.74%	1