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

Root Financial 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 Q3	$340K	Buy
2025 Q2	$258K	Sell
2025 Q1	$278K	Sell
2024 Q4	$365K	Buy
2024 Q3	$224K	Buy