Brooklyn FI, LLC ITOT Holdings History

Number of Shares
57,931.00
Current Holdings Value*
$7.82 Mil
% of Portfolio
2.01%
Total Estimate Gain
$843,371.90
% of Total Estimate Gain
12.00%

Brooklyn FI, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, Brooklyn FI, LLC held 57,931.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $7.82 Mil. This investment constitutes 2.01% of their stock portfolio, and Brooklyn FI, LLC 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 2023Q4. And since then Brooklyn FI, LLC has made 6 purchases of ITOT, at an average price of $120.90, for a total of 58,120.00 shares. In addition, there have been 1 sales at an average price of $114.77 for 189.00 shares. Based on historical transaction data and ITOT's current price of $135.48, Brooklyn FI, LLC's estimated gain on his ITOT holdings is $843,371.90, reflecting a 12.00% gain to date.

Brooklyn FI, LLC ITOT ($135.48) Holding Chart

Brooklyn FI, LLC ITOT ($135.48) 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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