Surience Private Wealth’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	$279K	Sell	2,068 -9	-0.4%	-$1.22K	0.26%	29
2025 Q1	$253K	Sell	2,077 -772	-27%	-$94.2K	0.44%	27
2024 Q4	$366K	Hold	2,849	–	–	0.47%	22
2024 Q3	$358K	Hold	2,849	–	–	0.37%	20
2024 Q2	$338K	Buy	+2,849	New	+$338K	0.44%	25