Morton Brown Family 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	–	Sell	-1,756	Closed	-$214K	–	329
2025 Q1	$214K	Buy	1,756 +1	+0.1%	+$122	0.07%	54
2024 Q4	$226K	Buy	1,755 +1,751	+43,775%	+$225K	0.08%	56
2024 Q3	$502	Buy	+4	New	+$502	﹤0.01%	251