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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$557K	Sell	4,122 -212	-5%	-$28.6K	0.05%	141
2025 Q1	$529K	Sell	4,334 -1,018	-19%	-$124K	0.06%	143
2024 Q4	$688K	Buy	+5,352	New	+$688K	0.08%	127