Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Sell |
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|
2025
Q1 | $76.6K | Sell |
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|
2024
Q4 | $96.4K | Sell |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $132K | Hold |
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|
2024
Q1 | $117K | Hold |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $124K | Buy |
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|
2023
Q2 | $34.8K | Hold |
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|
2023
Q1 | $32.2K | Hold |
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|
2022
Q4 | $30.2K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $35K | Buy |
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