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

Principle Wealth Partners’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$669K	Buy
2025 Q1	$284K	Buy
2024 Q4	$300K	Hold
2024 Q3	$293K	Hold
2024 Q2	$277K	Hold
2024 Q1	$269K	Hold
2023 Q4	$245K	Hold
2023 Q3	$219K	Hold
2023 Q2	$228K	Hold
2023 Q1	$211K	Buy