Number of Shares
1.04 Mil
Current Holdings Value*
$126.61 Mil
% of Portfolio
25.21%
Total Estimate Gain
$52.13 Mil
% of Total Estimate Gain
25.19%

LJI Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, LJI Wealth Management, LLC held 1.04 Mil shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $126.61 Mil. This investment constitutes 25.21% of their stock portfolio, and LJI Wealth Management, LLC now holds 0.2% 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 LJI Wealth Management, LLC has made 8 purchases of ITOT, at an average price of $93.19, for a total of 2.22 Mil shares. In addition, there have been 1 sales at an average price of $98.27 for 1.18 Mil shares. Based on historical transaction data and ITOT's current price of $137.64, LJI Wealth Management, LLC's estimated gain on his ITOT holdings is $52.13 Mil, reflecting a 25.19% gain to date.

LJI Wealth Management, LLC ITOT ($137.64) Holding Chart

LJI Wealth Management, LLC ITOT ($137.64) 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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