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

Trademark Financial 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 Q3	$528K	Buy
2025 Q2	$477K	Sell
2025 Q1	$565K	Sell
2024 Q4	$627K	Sell
2024 Q3	$724K	Sell
2024 Q2	$739K	Sell
2024 Q1	$723K	Buy
2023 Q4	$639K	Buy