LGT Financial Advisors’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	$101K	Sell	745 -12	-2%	-$1.62K	0.26%	72
2025 Q1	$92.4K	Buy	757 +710	+1,511%	+$86.6K	0.28%	79
2024 Q4	$6.05K	Sell	47 -6	-11%	-$772	0.01%	522
2024 Q3	$6.66K	Buy	+53	New	+$6.66K	0.02%	479