Number of Shares
75,640.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
2.04%
Total Estimate Gain
$2.97 Mil
% of Total Estimate Gain
39.89%

Cornerstone Retirement Group, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2023-09-30, Cornerstone Retirement Group, Inc. held 75,640.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $7.12 Mil. This investment constitutes 2.04% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2023Q3. And since then Cornerstone Retirement Group, Inc. has made 1 purchases of ITOT, at an average price of $98.27, for a total of 75,640.00 shares. Based on historical transaction data and ITOT's current price of $137.47, Cornerstone Retirement Group, Inc.'s estimated gain on his ITOT holdings is $2.97 Mil, reflecting a 39.89% gain to date.

Cornerstone Retirement Group, Inc. ITOT ($137.47) Holding Chart

Cornerstone Retirement Group, Inc. ITOT ($137.47) 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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