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

Wells 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	$46.6K	Hold
2025 Q2	$43.2K	Hold
2025 Q1	$39K	Hold
2024 Q4	$41.2K	Buy
2024 Q3	–	Sell
2024 Q2	$23.9K	Buy