Planning Alternatives’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
2026 Q1	$385K	Sell	2,700 -147	-5%	-$21.9K	0.05%	70
2025 Q4	$423K	Buy	2,847 +8	+0.3%	+$1.18K	0.05%	63
2025 Q3	$414K	Sell	2,839 -8	-0.3%	-$1.12K	0.05%	60
2025 Q2	$384K	Buy	2,847 +49	+2%	+$6.11K	0.05%	58
2025 Q1	$341K	Buy	+2,798	New	+$361K	0.05%	60
2022 Q3	–	Sell	-2,382	Closed	-$200K	–	44
2022 Q2	$200K	Sell	2,382 -66	-3%	-$6.01K	0.04%	44
2022 Q1	$247K	Sell	2,448 -149	-6%	-$14.9K	0.04%	43
2021 Q4	$278K	Buy	2,597 +3	+0.1%	+$314	0.04%	41
2021 Q3	$255K	Buy	2,594 +104	+4%	+$10.5K	0.04%	40
2021 Q2	$246K	Sell	2,490 -2,078	-45%	-$200K	0.04%	39
2021 Q1	$418K	Buy	+4,568	New	+$410K	0.07%	32
2020 Q1	–	Sell	-2,884	Closed	-$210K	–	50
2019 Q4	$210K	Buy	+2,884	New	+$201K	0.04%	48