Kaufman Rossin 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	$14.5M	Buy	107,354 +5,127	+5%	+$692K	9.18%	2
2025 Q1	$12.5M	Buy	102,227 +3,159	+3%	+$385K	8.92%	2
2024 Q4	$12.7M	Buy	+99,068	New	+$12.7M	13.11%	2