Safeguard Financial’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 Q1	$518K	Buy	4,244 +1	+0%	+$122	0.11%	66
2024 Q4	$546K	Buy	+4,243	New	+$546K	0.12%	64
2023 Q3	–	Sell	-564	Closed	-$55K	–	305
2023 Q2	$55K	Buy	+564	New	+$55K	0.03%	148