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

Wealthquest’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
2021 Q3	–	Sell
2021 Q2	$528K	Sell
2021 Q1	$1.05M	Sell
2020 Q4	$1.36M	Sell
2020 Q3	$1.46M	Sell
2020 Q2	$1.58M	Buy
2019 Q3	–	Sell
2019 Q2	$204K	Buy