Keystone Financial Group (Georgia)’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	$2.67M	Sell	19,425 -1,154	-6%	-$159K	1.7%	16
2025 Q1	$2.51M	Sell	20,579 -846	-4%	-$103K	1.77%	15
2024 Q4	$2.76M	Buy	+21,425	New	+$2.76M	2.23%	11