TruNorth Capital Management, LLC ITOT Holdings History
TruNorth Capital Management, LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, TruNorth Capital Management, LLC held 153,256.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $20.70 Mil. This investment constitutes 4.6% of their stock portfolio, and TruNorth Capital Management, LLC now holds 0.03% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2024Q1. And since then TruNorth Capital Management, LLC has made 2 purchases of ITOT, at an average price of $111.81, for a total of 158,844.00 shares. In addition, there have been 3 sales at an average price of $119.85 for 5,588.00 shares. Based on historical transaction data and ITOT's current price of $138.75, TruNorth Capital Management, LLC's estimated gain on his ITOT holdings is $4.17 Mil, reflecting a 23.50% gain to date.
TruNorth Capital Management, LLC ITOT ($138.75) Holding Chart
TruNorth Capital Management, LLC ITOT ($138.75) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
