Kaufman Rossin Wealth, LLC ITOT Holdings History
Kaufman Rossin Wealth, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, Kaufman Rossin Wealth, LLC held 107,354.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $14.50 Mil. This investment constitutes 9.18% of their stock portfolio, and Kaufman Rossin Wealth, LLC now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q4. And since then Kaufman Rossin Wealth, LLC has made 2 purchases of ITOT, at an average price of $129.31, for a total of 107,354.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Kaufman Rossin Wealth, LLC's estimated gain on his ITOT holdings is $866,336.95, reflecting a 6.24% gain to date.
Kaufman Rossin Wealth, LLC ITOT ($137.38) Holding Chart
Kaufman Rossin Wealth, 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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