Number of Shares
24,800.00
Current Holdings Value*
$3.35 Mil
% of Portfolio
2.43%
Total Estimate Gain
$1.34 Mil
% of Total Estimate Gain
64.02%

SILVIA MCCOLL WEALTH MANAGEMENT, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 24,800.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $3.35 Mil. This investment constitutes 2.43% of their stock portfolio, and SILVIA MCCOLL 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. Based on historical transaction data and ITOT's current price of $138.50, SILVIA MCCOLL WEALTH MANAGEMENT, LLC's estimated gain on his ITOT holdings is $1.34 Mil, reflecting a 64.02% gain to date.

SILVIA MCCOLL WEALTH MANAGEMENT, LLC ITOT ($138.50) Holding Chart

SILVIA MCCOLL WEALTH MANAGEMENT, LLC ITOT ($138.50) 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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