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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

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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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. 500 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.
  • 500 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.