Rede Wealth, LLC ITOT Holdings History

Number of Shares
69,380.00
Current Holdings Value*
$8.47 Mil
% of Portfolio
2.99%
Total Estimate Gain
$2.62 Mil
% of Total Estimate Gain
33.75%

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

As of 2025-03-31, Rede Wealth, LLC held 69,380.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $8.47 Mil. This investment constitutes 2.99% of their stock portfolio, and Rede Wealth, 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 2020Q4. And since then Rede Wealth, LLC has made 9 purchases of ITOT, at an average price of $100.92, for a total of 77,066.00 shares. In addition, there have been 8 sales at an average price of $116.70 for 7,686.00 shares. Based on historical transaction data and ITOT's current price of $137.00, Rede Wealth, LLC's estimated gain on his ITOT holdings is $2.62 Mil, reflecting a 33.75% gain to date.

Rede Wealth, LLC ITOT ($137.00) Holding Chart

Rede Wealth, LLC ITOT ($137.00) 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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