Root Financial Partners’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	$258K	Sell	1,912 -341	-15%	-$46.1K	0.03%	203
2025 Q1	$278K	Sell	2,253 -582	-21%	-$71.7K	0.03%	166
2024 Q4	$365K	Buy	2,835 +1,049	+59%	+$135K	0.05%	134
2024 Q3	$224K	Buy	+1,786	New	+$224K	0.04%	140