BTW
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Boston Trust Walden’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Boston Trust Walden’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
7,034
-334
-5% -$53K 0.01% 287
2026
Q1 		$1.05M Buy
7,368
+701
+11% +$104K 0.01% 282
2025
Q4 		$991K Hold
6,667
– – 0.01% 279
2025
Q3 		$971K Buy
+6,667
New +$935K 0.01% 281

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Boston Trust Walden's ITOT Position: Q2 2026 in Review

Boston Trust Walden reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.5% in Q2 2026, selling an estimated $53K and leaving 7,034 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #287.

Boston Trust Walden first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Boston Trust Walden held 7,034 shares of iShares Core S&P Total US Stock Market ETF worth $1.16M as of Q2 2026.
  • Boston Trust Walden sold 334 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $53K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #287 holding.
  • Boston Trust Walden first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.