Sard Wealth Management Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sard Wealth Management 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 Q3	$9.07M	Sell
2025 Q2	$8.52M	Buy
2025 Q1	$7.7M	Sell
2024 Q4	$8.16M	Sell
2024 Q3	$8.46M	Sell
2024 Q2	$8.08M	Sell
2024 Q1	$8.01M	Sell
2023 Q4	$7.32M	Buy