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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$540K Sell
3,886
-71
-2% -$9.87K 0.37% 21
2025
Q1 		$483K Hold
3,957
– – 0.5% 22
2024
Q4 		$509K Buy
+3,957
New +$509K 0.5% 32