Number of Shares
816,665.00
Current Holdings Value*
$110.28 Mil
% of Portfolio
13.01%
Total Estimate Gain
$8.14 Mil
% of Total Estimate Gain
7.83%

Tanager Wealth Management LLP's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-06-30, Tanager Wealth Management LLP held 816,665.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $110.28 Mil. This investment constitutes 13.01% of their stock portfolio, and Tanager Wealth Management LLP now holds 0.16% 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 Tanager Wealth Management LLP has made 2 purchases of ITOT, at an average price of $127.41, for a total of 816,665.00 shares. Based on historical transaction data and ITOT's current price of $137.38, Tanager Wealth Management LLP's estimated gain on his ITOT holdings is $8.14 Mil, reflecting a 7.83% gain to date.

Tanager Wealth Management LLP ITOT ($137.38) Holding Chart

Tanager Wealth Management LLP 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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