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Butensky & Cohen Financial Security’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Butensky & Cohen Financial Security’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 		$231K Hold
1,408
– – 0.06% 98
2026
Q1 		$201K Hold
1,408
– – 0.05% 98
2025
Q4 		$209K Hold
1,408
– – 0.06% 97
2025
Q3 		$205K Buy
+1,408
New +$197K 0.06% 95

Other funds holding ITOT

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Butensky & Cohen Financial Security's ITOT Position: Q2 2026 in Review

Butensky & Cohen Financial Security held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,408 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #98.

Butensky & Cohen Financial Security first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Butensky & Cohen Financial Security held 1,408 shares of iShares Core S&P Total US Stock Market ETF worth $231K as of Q2 2026.
  • Butensky & Cohen Financial Security 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 0.06% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #98 holding.
  • Butensky & Cohen Financial Security first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.