MSWM
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Mowery & Schoenfeld Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$65.1K Sell
482
-414
-46% -$55.9K 0.1% 102
2025
Q1
$109K Buy
+896
New +$109K 0.21% 76