Jvl Associates Llc ITOT Holdings History

Number of Shares
461,311.00
Current Holdings Value*
$56.28 Mil
% of Portfolio
22.72%
Total Estimate Gain
$29.45 Mil
% of Total Estimate Gain
68.23%

jvl associates llc's iShares Core S&P Total U.S. Stock Market ETF Holding Summary

As of 2025-03-31, jvl associates llc held 461,311.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $56.28 Mil. This investment constitutes 22.72% of their stock portfolio, and jvl associates llc now holds 0.09% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.

The initial trade took place in 2018Q2. And since then jvl associates llc has made 11 purchases of ITOT, at an average price of $74.13, for a total of 582,290.00 shares. In addition, there have been 9 sales at an average price of $94.73 for 120,979.00 shares. Based on historical transaction data and ITOT's current price of $132.57, jvl associates llc's estimated gain on his ITOT holdings is $29.45 Mil, reflecting a 68.23% gain to date.

jvl associates llc ITOT ($132.57) Holding Chart

jvl associates llc ITOT ($132.57) 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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