WOOSTER CORTHELL WEALTH MANAGEMENT, INC. ITOT Holdings History
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-06-30, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 327,410.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $44.21 Mil. This investment constitutes 8.19% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.06% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2020Q1. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 13 purchases of ITOT, at an average price of $71.70, for a total of 362,065.00 shares. In addition, there have been 9 sales at an average price of $110.96 for 34,655.00 shares. Based on historical transaction data and ITOT's current price of $136.50, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his ITOT holdings is $22.58 Mil, reflecting a 86.96% gain to date.
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. ITOT ($136.50) Holding Chart
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. ITOT ($136.50) 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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