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

SIMA Wealth Partners’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	$67.4K	Hold
2025 Q4	$70.3K	Hold
2025 Q3	$68.9K	Hold
2025 Q2	$63.9K	Hold
2025 Q1	$57.7K	Hold
2024 Q4	$60.8K	Buy
2024 Q3	–	Sell
2024 Q2	$2.61K	Buy