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

WealthPlan Investment Management’s Portfolio ITOT Stock Details ITOT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$870K	Sell
2025 Q2	$808K	Buy
2025 Q1	$547K	Hold
2024 Q4	$576K	Buy
2023 Q3	–	Sell
2023 Q2	$391	Hold
2023 Q1	$362	Sell
2022 Q4	$476K	Buy
2022 Q3	$446K	Buy
2022 Q1	$453K	Buy