Schwarz Dygos Wheeler Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	$936K	Buy
2025 Q2	$867K	Buy
2025 Q1	$781K	Buy
2024 Q4	$807K	Buy
2024 Q3	$787K	Sell
2024 Q2	$755K	Buy
2024 Q1	$732K	Buy
2023 Q4	$668K	Buy
2023 Q3	$596K	Buy
2023 Q2	$619K	Buy
2023 Q1	$571K	Buy