RF&L WEALTH MANAGEMENT, LLC ITOT Holdings History
RF&L WEALTH MANAGEMENT, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 24,724.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $3.34 Mil. This investment constitutes 2.15% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0% 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 RF&L WEALTH MANAGEMENT, LLC has made 8 purchases of ITOT, at an average price of $95.78, for a total of 25,947.00 shares. In addition, there have been 2 sales at an average price of $101.68 for 1,223.00 shares. Based on historical transaction data and ITOT's current price of $137.38, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his ITOT holdings is $1.04 Mil, reflecting a 41.68% gain to date.
RF&L WEALTH MANAGEMENT, LLC ITOT ($137.38) Holding Chart
RF&L 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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