Facet Wealth, Inc. ITOT Holdings History
Facet Wealth, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Facet Wealth, Inc. held 752,437.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $92.59 Mil. This investment constitutes 2.4% of their stock portfolio, and Facet Wealth, Inc. now holds 0.14% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2020Q4. And since then Facet Wealth, Inc. has made 5 purchases of ITOT, at an average price of $101.28, for a total of 933,878.00 shares. In addition, there have been 12 sales at an average price of $106.71 for 181,441.00 shares. Based on historical transaction data and ITOT's current price of $138.81, Facet Wealth, Inc.'s estimated gain on his ITOT holdings is $29.23 Mil, reflecting a 30.90% gain to date.
Facet Wealth, Inc. ITOT ($138.81) Holding Chart
Facet Wealth, Inc. ITOT ($138.81) 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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