Journey Strategic Wealth’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	$1.11M	Sell	8,227 -963	-10%	-$130K	0.04%	151
2025 Q1	$1.12M	Sell	9,190 -567	-6%	-$69.2K	0.04%	121
2024 Q4	$1.25M	Sell	9,757 -2,547	-21%	-$328K	0.05%	98
2024 Q3	$1.55M	Buy	+12,304	New	+$1.55M	0.06%	91