Capstone Wealth Management, LLC ITOT Holdings History
Capstone Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management, LLC held 3,039.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $410,410.00. This investment constitutes 0.36% of their stock portfolio, and Capstone Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management, LLC has made 1 purchases of ITOT, at an average price of $129.56, for a total of 7,138.00 shares. In addition, there have been 1 sales at an average price of $124.74 for 4,099.00 shares. Based on historical transaction data and ITOT's current price of $138.61, Capstone Wealth Management, LLC's estimated gain on his ITOT holdings is $7,747.78, reflecting a 0.84% gain to date.
Capstone Wealth Management, LLC ITOT ($138.61) Holding Chart
Capstone Wealth Management, LLC ITOT ($138.61) 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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