MorganRosel Wealth Management, LLC ITOT Holdings History
MorganRosel Wealth Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 67,984.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $8.29 Mil. This investment constitutes 2.52% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.01% 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 MorganRosel Wealth Management, LLC has made 7 purchases of ITOT, at an average price of $91.81, for a total of 71,251.00 shares. In addition, there have been 3 sales at an average price of $109.47 for 3,267.00 shares. Based on historical transaction data and ITOT's current price of $137.38, MorganRosel Wealth Management, LLC's estimated gain on his ITOT holdings is $3.16 Mil, reflecting a 48.23% gain to date.
MorganRosel Wealth Management, LLC ITOT ($137.38) Holding Chart
MorganRosel Wealth Management, 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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