NORTHWEST WEALTH MANAGEMENT, LLC ITOT Holdings History
NORTHWEST WEALTH MANAGEMENT, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, NORTHWEST WEALTH MANAGEMENT, LLC held 319,991.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $39.04 Mil. This investment constitutes 7.77% of their stock portfolio, and NORTHWEST WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2020Q1. And since then NORTHWEST WEALTH MANAGEMENT, LLC has made 17 purchases of ITOT, at an average price of $108.65, for a total of 323,705.00 shares. In addition, there have been 2 sales at an average price of $74.13 for 3,714.00 shares. Based on historical transaction data and ITOT's current price of $136.25, NORTHWEST WEALTH MANAGEMENT, LLC's estimated gain on his ITOT holdings is $8.70 Mil, reflecting a 24.75% gain to date.
NORTHWEST WEALTH MANAGEMENT, LLC ITOT ($136.25) Holding Chart
NORTHWEST WEALTH MANAGEMENT, LLC ITOT ($136.25) 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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