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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.2K	Hold	320	–	–	0.06%	59
2025 Q1	$39K	Hold	320	–	–	0.05%	61
2024 Q4	$41.2K	Buy	+320	New	+$41.2K	0.06%	63
2024 Q3	–	Sell	-201	Closed	-$23.9K	–	108
2024 Q2	$23.9K	Buy	+201	New	+$23.9K	0.02%	73