Level Wealth Management’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	$13M	Buy	96,269 +91,142	+1,778%	+$12.3M	7.56%	4
2025 Q1	$626K	Sell	5,127 -135	-3%	-$16.5K	0.41%	24
2024 Q4	$677K	Buy	+5,262	New	+$677K	0.48%	21