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

Sage Financial Group’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	$2.5M	Sell
2025 Q1	$2.26M	Sell
2024 Q4	$2.43M	Buy
2024 Q3	$2.3M	Buy
2024 Q2	$2.17M	Buy
2024 Q1	$2.02M	Hold
2023 Q4	$1.84M	Sell
2023 Q3	$1.67M	Buy
2023 Q2	$847K	Buy