Choate Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Hold |
25,243
| – | – | 0.07% | 102 |
|
|
2025
Q1 | $3.08M | Sell |
25,243
-370
| -1% | -$45.1K | 0.08% | 105 |
|
|
2024
Q4 | $3.29M | Hold |
25,613
| – | – | 0.08% | 107 |
|
|
2024
Q3 | $3.22M | Sell |
25,613
-100
| -0.4% | -$12.6K | 0.08% | 105 |
|
|
2024
Q2 | $3.05M | Buy |
25,713
+470
| +2% | +$55.8K | 0.08% | 109 |
|
|
2024
Q1 | $2.91M | Buy |
+25,243
| New | +$2.91M | 0.08% | 117 |
|