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

Shepherd 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
2026 Q1	–	Sell
2025 Q4	$588K	Hold
2025 Q3	$576K	Sell
2025 Q2	$540K	Sell
2025 Q1	$483K	Hold
2024 Q4	$509K	Buy