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

Sendero Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$31.1M	Buy
2025 Q2	$28.7M	Buy
2025 Q1	$25.9M	Buy
2024 Q4	$27.2M	Sell
2024 Q3	$29.8M	Buy
2024 Q2	$28.1M	Buy
2024 Q1	$27.2M	Buy
2023 Q4	$24.7M	Buy
2023 Q3	$22M	Buy
2023 Q2	$22.8M	Buy