Certus Wealth Management, LLC ITOT Holdings History
Certus Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 57,746.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $7.36 Mil. This investment constitutes 5% of their stock portfolio, and Certus Wealth Management, 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 2023Q2. And since then Certus Wealth Management, LLC has made 2 purchases of ITOT, at an average price of $93.45, for a total of 99,238.00 shares. In addition, there have been 5 sales at an average price of $119.19 for 41,492.00 shares. Based on historical transaction data and ITOT's current price of $136.77, Certus Wealth Management, LLC's estimated gain on his ITOT holdings is $3.57 Mil, reflecting a 38.50% gain to date.
Certus Wealth Management, LLC ITOT ($136.77) Holding Chart
Certus Wealth Management, LLC ITOT ($136.77) 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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