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

Crestwood Advisors Group’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 		$22.8M Sell
138,849
-2,884
-2% -$458K 0.34% 73
2026
Q1 		$20.2M Sell
141,733
-4,520
-3% -$672K 0.34% 68
2025
Q4 		$21.7M Sell
146,253
-3,065
-2% -$452K 0.36% 69
2025
Q3 		$21.7M Sell
149,318
-260,957
-64% -$36.6M 0.37% 71
2025
Q2 		$55.4M Buy
410,275
+3,027
+0.7% +$378K 0.99% 28
2025
Q1 		$49.7M Buy
407,248
+10,140
+3% +$1.31M 0.94% 36
2024
Q4 		$51.1M Buy
397,108
+18,494
+5% +$2.39M 0.96% 32
2024
Q3 		$47.6M Buy
378,614
+7,882
+2% +$954K 0.91% 34
2024
Q2 		$44M Buy
370,732
+20,115
+6% +$2.31M 0.91% 33
2024
Q1 		$40.4M Sell
350,617
-8,222
-2% -$902K 0.88% 35
2023
Q4 		$37.8M Buy
358,839
+1,185
+0.3% +$116K 0.88% 38
2023
Q3 		$33.7M Buy
357,654
+9,084
+3% +$893K 0.88% 36
2023
Q2 		$34.1M Buy
348,570
+86,004
+33% +$7.95M 1.07% 34
2023
Q1 		$23.8M Buy
262,566
+13,354
+5% +$1.19M 0.79% 46
2022
Q4 		$21.1M Buy
249,212
+9,026
+4% +$770K 0.72% 47
2022
Q3 		$19.1M Buy
240,186
+1,551
+0.6% +$137K 0.68% 51
2022
Q2 		$20M Buy
238,635
+29,167
+14% +$2.66M 0.67% 53
2022
Q1 		$21.1M Buy
209,468
+3,020
+1% +$301K 0.59% 55
2021
Q4 		$22.1M Buy
206,448
+4,607
+2% +$482K 0.57% 54
2021
Q3 		$19.9M Buy
201,841
+100
+0% +$10.1K 0.56% 58
2021
Q2 		$19.9M Buy
201,741
+2,411
+1% +$232K 0.58% 58
2021
Q1 		$18.3M Buy
199,330
+9,313
+5% +$835K 0.57% 56
2020
Q4 		$16.4M Buy
190,017
+5,748
+3% +$466K 0.54% 60
2020
Q3 		$13.9M Buy
184,269
+1,542
+0.8% +$115K 0.52% 61
2020
Q2 		$12.7M Buy
182,727
+34,945
+24% +$2.28M 0.51% 64
2020
Q1 		$8.46M Buy
147,782
+10,435
+8% +$716K 0.42% 68
2019
Q4 		$9.98M Buy
137,347
+5,437
+4% +$378K 0.4% 68
2019
Q3 		$8.85M Buy
131,910
+42
+0% +$2.81K 0.39% 71
2019
Q2 		$8.79M Buy
131,868
+6,470
+5% +$424K 0.4% 70
2019
Q1 		$8.08M Buy
125,398
+2,801
+2% +$174K 0.58% 55
2018
Q4 		$6.96M Buy
122,597
+842
+0.7% +$51.7K 0.55% 55
2018
Q3 		$8.11M Buy
121,755
+573
+0.5% +$37.5K 0.57% 54
2018
Q2 		$7.86M Sell
121,182
-1,299
-1% -$80.7K 0.57% 54
2018
Q1 		$7.41M Buy
122,481
+6,391
+6% +$399K 0.58% 51
2017
Q4 		$7.1M Sell
116,090
-858
-0.7% -$51.1K 0.56% 52
2017
Q3 		$6.74M Buy
116,948
+4,647
+4% +$262K 0.58% 51
2017
Q2 		$6.35M Sell
112,301
-5,055
-4% -$277K 0.54% 55
2017
Q1 		$6.42M Buy
117,356
+1,616
+1% +$86.2K 0.57% 54
2016
Q4 		$5.94M Buy
115,740
+2,523
+2% +$126K 0.57% 53
2016
Q3 		$5.61M Buy
113,217
+9,633
+9% +$475K 0.67% 44
2016
Q2 		$4.93M Buy
103,584
+10,458
+11% +$493K 0.61% 48
2016
Q1 		$4.35M Buy
+93,126
New +$4.11M 0.51% 51

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

Crestwood Advisors Group's ITOT Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q2 2026, selling an estimated $458K and leaving 138,849 shares worth $22.8M. The position accounts for 0.34% of the portfolio, ranked #73.

Crestwood Advisors Group first reported a position in ITOT in Q1 2016 and has held it in 42 quarters since. The position peaked at $55.4M in Q2 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Crestwood Advisors Group held 138,849 shares of iShares Core S&P Total US Stock Market ETF worth $22.8M as of Q2 2026.
  • Crestwood Advisors Group sold 2,884 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $458K.
  • iShares Core S&P Total US Stock Market ETF made up 0.34% of Crestwood Advisors Group's portfolio in Q2 2026, its #73 holding.
  • Crestwood Advisors Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2016 and has held it in 42 quarters since.
  • Crestwood Advisors Group's iShares Core S&P Total US Stock Market ETF position peaked at $55.4M in Q2 2025.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.