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

Canvas Wealth 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 		$31.6M Buy
192,444
+7,220
+4% +$1.15M 4.41% 3
2026
Q1 		$26.4M Buy
185,224
+12,034
+7% +$1.79M 4.49% 5
2025
Q4 		$25.8M Buy
173,190
+2,792
+2% +$412K 4.37% 5
2025
Q3 		$25M Buy
170,398
+6,137
+4% +$861K 4.54% 5
2025
Q2 		$22.9M Buy
164,261
+6,857
+4% +$856K 4.51% 3
2025
Q1 		$18.1M Buy
157,404
+16,654
+12% +$2.15M 4.65% 3
2024
Q4 		$18.1M Buy
140,750
+5,743
+4% +$744K 4.54% 4
2024
Q3 		$17M Sell
135,007
-635
-0.5% -$76.9K 4.68% 3
2024
Q2 		$16.2M Buy
135,642
+6,250
+5% +$717K 5% 4
2024
Q1 		$14.2M Buy
129,392
+29,579
+30% +$3.24M 4.78% 5
2023
Q4 		$10.5M Buy
99,813
+8,568
+9% +$840K 3.81% 7
2023
Q3 		$8.43M Sell
91,245
-10,335
-10% -$1.02M 3.47% 9
2023
Q2 		$10.2M Buy
101,580
+5,804
+6% +$537K 3.79% 8
2023
Q1 		$8.69M Buy
95,776
+51,382
+116% +$4.56M 3.65% 8
2022
Q4 		$3.87M Buy
44,394
+5
+0% +$427 1.62% 13
2022
Q3 		$3.77M Buy
44,389
+5,687
+15% +$503K 1.61% 13
2022
Q2 		$3.24M Sell
38,702
-6,666
-15% -$607K 1.3% 16
2022
Q1 		$4.21M Sell
45,368
-971
-2% -$96.8K 1.54% 13
2021
Q4 		$4.96M Sell
46,339
-238
-0.5% -$24.9K 1.78% 12
2021
Q3 		$4.58M Sell
46,577
-2,702
-5% -$273K 1.87% 15
2021
Q2 		$4.87M Buy
49,279
+196
+0.4% +$18.8K 2.18% 11
2021
Q1 		$4.66M Buy
+49,083
New +$4.4M 2.72% 7

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
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Canvas Wealth Advisors's ITOT Position: Q2 2026 in Review

Canvas Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q2 2026, buying an estimated $1.15M and bringing the position to 192,444 shares worth $31.6M. The position accounts for 4.41% of the portfolio, ranked #3.

Canvas Wealth Advisors first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Canvas Wealth Advisors held 192,444 shares of iShares Core S&P Total US Stock Market ETF worth $31.6M as of Q2 2026.
  • Canvas Wealth Advisors bought 7,220 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.15M.
  • iShares Core S&P Total US Stock Market ETF made up 4.41% of Canvas Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Canvas Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.