Number of Shares
756,965.00
Current Holdings Value*
$92.36 Mil
% of Portfolio
13.51%
Total Estimate Gain
$41.88 Mil
% of Total Estimate Gain
54.36%

Goldstein Advisors, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, Goldstein Advisors, LLC held 756,965.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $92.36 Mil. This investment constitutes 13.51% of their stock portfolio, and Goldstein Advisors, LLC 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 2022Q4. And since then Goldstein Advisors, LLC has made 5 purchases of ITOT, at an average price of $87.46, for a total of 880,852.00 shares. In addition, there have been 4 sales at an average price of $120.50 for 123,887.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Goldstein Advisors, LLC's estimated gain on his ITOT holdings is $41.88 Mil, reflecting a 54.36% gain to date.

Goldstein Advisors, LLC ITOT ($137.38) Holding Chart

Goldstein Advisors, LLC ITOT ($137.38) 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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