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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$540K	Sell
2025 Q1	$483K	Hold
2024 Q4	$509K	Buy