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

Trinity Financial Advisors’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	$533K	Sell
2025 Q2	$506K	Buy
2025 Q1	$438K	Buy
2024 Q4	$478K	Buy
2024 Q3	$509K	Sell
2024 Q2	$829K	Buy
2024 Q1	$731K	Buy
2023 Q4	$613K	Buy
2022 Q2	–	Sell
2022 Q1	$764K	Buy
2021 Q4	$544K	Buy