Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3K | Sell |
506
-150
| -23% | -$20.3K | ﹤0.01% | 373 |
|
|
2025
Q1 | $76.6K | Sell |
656
-75
| -10% | -$8.76K | ﹤0.01% | 352 |
|
|
2024
Q4 | $96.4K | Sell |
731
-180
| -20% | -$23.7K | ﹤0.01% | 344 |
|
|
2024
Q3 | $116K | Sell |
911
-150
| -14% | -$19K | ﹤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% | -$27.1K | ﹤0.01% | 336 |
|
|
2023
Q3 | $124K | Buy |
1,316
+960
| +270% | +$90.6K | ﹤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 | +$30.2K | ﹤0.01% | 443 |
|
|
2021
Q1 | – | Sell |
-260
| Closed | -$22K | – | 505 |
|
|
2020
Q4 | $22K | Buy |
+260
| New | +$22K | ﹤0.01% | 499 |
|
|
2020
Q3 | – | Sell |
-511
| Closed | -$35K | – | 601 |
|
|
2020
Q2 | $35K | Buy |
+511
| New | +$35K | ﹤0.01% | 408 |
|