Sagespring Wealth 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	$13.5M	Sell	99,804 -1,232	-1%	-$166K	0.29%	52
2025 Q1	$12.3M	Buy	101,036 +67,748	+204%	+$8.27M	0.31%	49
2024 Q4	$4.28M	Buy	+33,288	New	+$4.28M	0.11%	88