Willow Creek Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.28M	Buy	8,782 +975	+12%	+$137K	0.11%	67
2025 Q2	$1.05M	Hold	7,807	–	–	0.09%	67
2025 Q1	$953K	Hold	7,807	–	–	0.09%	63
2024 Q4	$1M	Hold	7,807	–	–	0.1%	64
2024 Q3	$981K	Sell	7,807 -292	-4%	-$35.4K	0.1%	64
2024 Q2	$962K	Buy	8,099 +261	+3%	+$30K	0.11%	62
2024 Q1	$904K	Hold	7,838	–	–	0.11%	64
2023 Q4	$825K	Hold	7,838	–	–	0.1%	64
2023 Q3	$738K	Buy	7,838 +297	+4%	+$29.2K	0.11%	62
2023 Q2	$738K	Hold	7,541	–	–	0.1%	71
2023 Q1	$683K	Hold	7,541	–	–	0.11%	66
2022 Q4	$639K	Hold	7,541	–	–	0.11%	63
2022 Q3	$600K	Sell	7,541 -611	-7%	-$54K	0.12%	63
2022 Q2	$683K	Hold	8,152	–	–	0.13%	61
2022 Q1	$823K	Hold	8,152	–	–	0.17%	49
2021 Q4	$872K	Hold	8,152	–	–	0.18%	47
2021 Q3	$802K	Hold	8,152	–	–	0.18%	43
2021 Q2	$805K	Hold	8,152	–	–	0.19%	38
2021 Q1	$747K	Hold	8,152	–	–	0.27%	31
2020 Q4	$703K	Buy	8,152 +142	+2%	+$11.5K	0.26%	30
2020 Q3	$605K	Hold	8,010	–	–	0.25%	31
2020 Q2	$556K	Buy	+8,010	New	+$524K	0.25%	31