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Choate Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Choate Investment Advisors’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 		$4.15M Hold
25,243
– – 0.07% 111
2026
Q1 		$3.6M Hold
25,243
– – 0.07% 115
2025
Q4 		$3.75M Hold
25,243
– – 0.07% 103
2025
Q3 		$3.68M Hold
25,243
– – 0.08% 102
2025
Q2 		$3.41M Hold
25,243
– – 0.07% 102
2025
Q1 		$3.08M Sell
25,243
-370
-1% -$47.7K 0.08% 105
2024
Q4 		$3.29M Hold
25,613
– – 0.08% 107
2024
Q3 		$3.22M Sell
25,613
-100
-0.4% -$12.1K 0.08% 105
2024
Q2 		$3.05M Buy
25,713
+470
+2% +$53.9K 0.08% 109
2024
Q1 		$2.91M Buy
+25,243
New +$2.77M 0.08% 117

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Choate Investment Advisors's ITOT Position: Q2 2026 in Review

Choate Investment Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 25,243 shares worth $4.15M. The position accounts for 0.07% of the portfolio, ranked #111.

Choate Investment Advisors first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Choate Investment Advisors held 25,243 shares of iShares Core S&P Total US Stock Market ETF worth $4.15M as of Q2 2026.
  • Choate Investment Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Choate Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Choate Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.