DOPKINS WEALTH MANAGEMENT, LLC ITOT Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 35,500.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $4.79 Mil. This investment constitutes 2.15% of their stock portfolio, and DOPKINS 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 2023Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 6 purchases of ITOT, at an average price of $116.94, for a total of 55,063.00 shares. In addition, there have been 2 sales at an average price of $109.37 for 19,563.00 shares. Based on historical transaction data and ITOT's current price of $138.75, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his ITOT holdings is $626,193.90, reflecting a 9.72% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC ITOT ($138.75) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC ITOT ($138.75) 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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