Number of Shares
35,500.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
2.15%
Total Estimate Gain
$620,513.90
% of Total Estimate Gain
9.64%

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 $138.59, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his ITOT holdings is $620,513.90, reflecting a 9.64% gain to date.

DOPKINS WEALTH MANAGEMENT, LLC ITOT ($138.59) Holding Chart

DOPKINS WEALTH MANAGEMENT, LLC ITOT ($138.59) 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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