Number of Shares
25,508.00
Current Holdings Value*
$3.44 Mil
% of Portfolio
2.92%
Total Estimate Gain
$268,360.20
% of Total Estimate Gain
8.21%

Nicholson Meyer Capital Management, Inc.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, Nicholson Meyer Capital Management, Inc. held 25,508.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $3.44 Mil. This investment constitutes 2.92% of their stock portfolio, and Nicholson Meyer Capital Management, Inc. now holds 0% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2025Q1. And since then Nicholson Meyer Capital Management, Inc. has made 1 purchases of ITOT, at an average price of $128.07, for a total of 25,508.00 shares. Based on historical transaction data and ITOT's current price of $138.59, Nicholson Meyer Capital Management, Inc.'s estimated gain on his ITOT holdings is $268,360.20, reflecting a 8.21% gain to date.

Nicholson Meyer Capital Management, Inc. ITOT ($138.59) Holding Chart

Nicholson Meyer Capital Management, Inc. ITOT ($138.59) 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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