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

WMS Partners’s Portfolio ITOT Stock Details ITOT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,577
Closed -$331K – 134
2024
Q4 		$331K Buy
+2,577
New +$331K 0.02% 231