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Buttonwood Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Buttonwood Financial 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 		$3.2M Sell
19,474
-583
-3% -$92.5K 0.97% 27
2026
Q1 		$2.86M Sell
20,057
-498
-2% -$74.1K 0.96% 30
2025
Q4 		$3.06M Sell
20,555
-384
-2% -$56.7K 1.02% 29
2025
Q3 		$3.05M Sell
20,939
-474
-2% -$66.5K 1.05% 27
2025
Q2 		$2.89M Sell
21,413
-55
-0.3% -$6.86K 1.16% 25
2025
Q1 		$2.62M Sell
21,468
-415
-2% -$53.5K 1.15% 25
2024
Q4 		$2.81M Sell
21,883
-951
-4% -$123K 1.24% 25
2024
Q3 		$2.87M Buy
22,834
+151
+0.7% +$18.3K 1.25% 24
2024
Q2 		$2.69M Sell
22,683
-268
-1% -$30.8K 1.27% 24
2024
Q1 		$2.65M Sell
22,951
-305
-1% -$33.4K 1.24% 26
2023
Q4 		$2.45M Sell
23,256
-1,348
-5% -$132K 1.33% 23
2023
Q3 		$2.32M Buy
24,604
+5,716
+30% +$562K 1.47% 20
2023
Q2 		$1.85M Buy
+18,888
New +$1.75M 1.16% 25

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Buttonwood Financial Advisors's ITOT Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q2 2026, selling an estimated $92.5K and leaving 19,474 shares worth $3.2M. The position accounts for 0.97% of the portfolio, ranked #27.

Buttonwood Financial Advisors first reported a position in ITOT in Q2 2023 and has held it in 13 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Buttonwood Financial Advisors held 19,474 shares of iShares Core S&P Total US Stock Market ETF worth $3.2M as of Q2 2026.
  • Buttonwood Financial Advisors sold 583 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $92.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.97% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Buttonwood Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.