Wade Financial Advisory, Inc ITOT Holdings History
Wade Financial Advisory, Inc's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Wade Financial Advisory, Inc held 92,625.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $11.30 Mil. This investment constitutes 3.87% of their stock portfolio, and Wade Financial Advisory, Inc now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2019Q4. And since then Wade Financial Advisory, Inc has made 8 purchases of ITOT, at an average price of $88.67, for a total of 105,064.00 shares. In addition, there have been 13 sales at an average price of $86.22 for 12,439.00 shares. Based on historical transaction data and ITOT's current price of $135.04, Wade Financial Advisory, Inc's estimated gain on his ITOT holdings is $4.26 Mil, reflecting a 45.78% gain to date.
Wade Financial Advisory, Inc ITOT ($135.04) Holding Chart
Wade Financial Advisory, Inc ITOT ($135.04) 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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