Kathleen S. Wright Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kathleen S. Wright Associates’s Portfolio ITOT Stock Details ITOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$414K	Hold
2025 Q2	$384K	Hold
2025 Q1	$347K	Hold
2024 Q4	$365K	Hold
2024 Q3	$357K	Buy