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

Univest Financial’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	$639K	Sell
2025 Q2	$596K	Hold
2025 Q1	$538K	Sell
2024 Q4	$589K	Buy
2024 Q3	$337K	Hold
2024 Q2	$318K	Hold
2024 Q1	$309K	Buy