Number of Shares
156,042.00
Current Holdings Value*
$19.04 Mil
% of Portfolio
11.64%
Total Estimate Gain
$6.66 Mil
% of Total Estimate Gain
44.85%

Cosner Financial Group, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Cosner Financial Group, LLC held 156,042.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $19.04 Mil. This investment constitutes 11.64% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.03% 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 Cosner Financial Group, LLC has made 6 purchases of ITOT, at an average price of $94.36, for a total of 157,387.00 shares. In addition, there have been 1 sales at an average price of $121.07 for 1,345.00 shares. Based on historical transaction data and ITOT's current price of $136.82, Cosner Financial Group, LLC's estimated gain on his ITOT holdings is $6.66 Mil, reflecting a 44.85% gain to date.

Cosner Financial Group, LLC ITOT ($136.82) Holding Chart

Cosner Financial Group, LLC ITOT ($136.82) 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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