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

Shepherd Financial Partners’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	$357K	Hold
2025 Q2	$331K	Hold
2025 Q1	$299K	Hold
2024 Q4	$315K	Hold
2024 Q3	$308K	Hold
2024 Q2	$291K	Hold
2024 Q1	$282K	Hold
2023 Q4	$258K	Buy