Abound Wealth Management ITOT Holdings History
Abound Wealth Management's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Abound Wealth Management held 36,587.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $4.94 Mil. This investment constitutes 1.4% of their stock portfolio, and Abound Wealth Management now holds 0.01% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2021Q4. And since then Abound Wealth Management has made 8 purchases of ITOT, at an average price of $104.67, for a total of 67,117.00 shares. In addition, there have been 5 sales at an average price of $86.89 for 30,530.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Abound Wealth Management's estimated gain on his ITOT holdings is $653,893.68, reflecting a 9.31% gain to date.
Abound Wealth Management ITOT ($137.38) Holding Chart
Abound Wealth Management ITOT ($137.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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