SWEENEY & MICHEL, LLC ITOT Holdings History
SWEENEY & MICHEL, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, SWEENEY & MICHEL, LLC held 184,265.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $25.13 Mil. This investment constitutes 8.93% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.04% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 5 purchases of ITOT, at an average price of $93.02, for a total of 188,778.00 shares. In addition, there have been 2 sales at an average price of $113.76 for 4,513.00 shares. Based on historical transaction data and ITOT's current price of $136.77, SWEENEY & MICHEL, LLC's estimated gain on his ITOT holdings is $8.16 Mil, reflecting a 46.44% gain to date.
SWEENEY & MICHEL, LLC ITOT ($136.77) Holding Chart
SWEENEY & MICHEL, LLC ITOT ($136.77) 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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