Number of Shares
139,250.00
Current Holdings Value*
$18.80 Mil
% of Portfolio
15.17%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
5.82%

Hickory Point Bank & Trust's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, Hickory Point Bank & Trust held 139,250.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $18.80 Mil. This investment constitutes 15.17% of their stock portfolio, and Hickory Point Bank & Trust 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 2024Q4. In addition, there have been 2 sales at an average price of $126.76 for 3,700.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Hickory Point Bank & Trust's estimated gain on his ITOT holdings is $1.08 Mil, reflecting a 5.82% gain to date.

Hickory Point Bank & Trust ITOT ($137.38) Holding Chart

Hickory Point Bank & Trust 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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