Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$284K	Hold	1,729	–	–	﹤0.01%	287
2026 Q1	$257K	Buy	1,729 +1,373	+386%	+$204K	﹤0.01%	294
2025 Q4	$54.2K	Hold	356	–	–	﹤0.01%	413
2025 Q3	$52.3K	Sell	356 -150	-30%	-$21K	﹤0.01%	422
2025 Q2	$68.3K	Sell	506 -150	-23%	-$18.7K	﹤0.01%	373
2025 Q1	$76.6K	Sell	656 -75	-10%	-$9.67K	﹤0.01%	352
2024 Q4	$96.4K	Sell	731 -180	-20%	-$23.3K	﹤0.01%	344
2024 Q3	$116K	Sell	911 -150	-14%	-$18.2K	﹤0.01%	326
2024 Q2	$132K	Hold	1,061	–	–	﹤0.01%	310
2024 Q1	$117K	Hold	1,061	–	–	﹤0.01%	320
2023 Q4	$113K	Sell	1,061 -255	-19%	-$25K	﹤0.01%	336
2023 Q3	$124K	Buy	1,316 +960	+270%	+$94.3K	﹤0.01%	329
2023 Q2	$34.8K	Hold	356	–	–	﹤0.01%	460
2023 Q1	$32.2K	Hold	356	–	–	﹤0.01%	444
2022 Q4	$30.2K	Buy	+356	New	+$30.4K	﹤0.01%	443
2021 Q1	–	Sell	-260	Closed	-$22K	–	505
2020 Q4	$22K	Buy	+260	New	+$21.1K	﹤0.01%	499
2020 Q3	–	Sell	-511	Closed	-$35K	–	601
2020 Q2	$35K	Buy	+511	New	+$33.4K	﹤0.01%	408

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ITOT Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,729 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ITOT in Q2 2020 and has held it in 17 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,729 shares of iShares Core S&P Total US Stock Market ETF worth $284K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary 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 ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #287 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 17 quarters since.
1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.