Petros 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	$247K	Sell	1,828 -320	-15%	-$43.2K	0.23%	109
2025 Q1	$262K	Sell	2,148 -90	-4%	-$11K	0.29%	99
2024 Q4	$288K	Buy	+2,238	New	+$288K	0.31%	90