Life Planning Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27M Sell
2025
Q2
$25M Sell
2025
Q1
$22.7M Sell
2024
Q4
$24M Sell
2024
Q3
$23.6M Sell
2024
Q2
$24.7M Buy
2024
Q1
$16.1M Sell
2023
Q4
$14.7M Buy
2022
Q3
$11.5M Sell
2022
Q2
$12.2M Buy
2022
Q1
$14.7M Buy
2021
Q4
$14.9M Buy