Ironwood Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.28M | Sell |
50,429
-926
| -2% | -$147K | 1.3% | 21 |
|
|
2026
Q1 | $7.31M | Buy |
51,355
+263
| +0.5% | +$39.1K | 1.28% | 22 |
|
|
2025
Q4 | $7.77M | Sell |
51,092
-1,162
| -2% | -$171K | 1.32% | 23 |
|
|
2025
Q3 | $7.61M | Buy |
52,254
+101
| +0.2% | +$14.2K | 1.35% | 21 |
|
|
2025
Q2 | $6.36M | Hold |
52,153
| – | – | 1.36% | 19 |
|
|
2025
Q1 | $6.36M | Buy |
52,153
+1,408
| +3% | +$181K | 1.36% | 19 |
|
|
2024
Q4 | $6.53M | Sell |
50,745
-1,684
| -3% | -$218K | 1.37% | 20 |
|
|
2024
Q3 | $6.59M | Buy |
52,429
+2,141
| +4% | +$259K | 1.38% | 19 |
|
|
2024
Q2 | $5.97M | Buy |
50,288
+2,005
| +4% | +$230K | 1.34% | 19 |
|
|
2024
Q1 | $5.57M | Sell |
48,283
-124
| -0.3% | -$13.6K | 1.28% | 21 |
|
|
2023
Q4 | $5.09M | Buy |
48,407
+3,030
| +7% | +$297K | 1.23% | 20 |
|
|
2023
Q3 | $4.27M | Buy |
45,377
+2,277
| +5% | +$224K | 1.15% | 22 |
|
|
2023
Q2 | $4.22M | Sell |
43,100
-1,895
| -4% | -$175K | 1.11% | 23 |
|
|
2023
Q1 | $4.07M | Sell |
44,995
-3,646
| -7% | -$324K | 1.14% | 20 |
|
|
2022
Q4 | $4.12M | Sell |
48,641
-2,454
| -5% | -$209K | 1.28% | 21 |
|
|
2022
Q3 | $4.06M | Sell |
51,095
-833
| -2% | -$73.7K | 1.35% | 20 |
|
|
2022
Q2 | $4.35M | Buy |
51,928
+30,760
| +145% | +$2.8M | 1.4% | 20 |
|
|
2022
Q1 | $2.14M | Sell |
21,168
-696
| -3% | -$69.4K | 0.6% | 34 |
|
|
2021
Q4 | $2.34M | Buy |
21,864
+2,482
| +13% | +$259K | 0.64% | 34 |
|
|
2021
Q3 | $1.91M | Buy |
19,382
+377
| +2% | +$38.1K | 0.56% | 35 |
|
|
2021
Q2 | $1.88M | Buy |
19,005
+7,281
| +62% | +$700K | 0.56% | 33 |
|
|
2021
Q1 | $1.07M | Buy |
11,724
+3,683
| +46% | +$330K | 0.35% | 54 |
|
|
2020
Q4 | $693K | Buy |
8,041
+2,559
| +47% | +$207K | 0.26% | 65 |
|
|
2020
Q3 | $414K | Buy |
5,482
+1,575
| +40% | +$118K | 0.21% | 50 |
|
|
2020
Q2 | $271K | Buy |
3,907
+214
| +6% | +$14K | 0.15% | 49 |
|
|
2020
Q1 | $211K | Sell |
3,693
-40,191
| -92% | -$2.76M | 0.14% | 34 |
|
|
2019
Q4 | $3.19M | Sell |
43,884
-1,939
| -4% | -$135K | 1.46% | 14 |
|
|
2019
Q3 | $3.07M | Buy |
45,823
+1,775
| +4% | +$119K | 1.47% | 15 |
|
|
2019
Q2 | $2.94M | Buy |
44,048
+2,230
| +5% | +$146K | 1.44% | 19 |
|
|
2019
Q1 | $2.69M | Buy |
41,818
+3,381
| +9% | +$210K | 1.39% | 18 |
|
|
2018
Q4 | $2.18M | Buy |
38,437
+12,803
| +50% | +$787K | 1.22% | 18 |
|
|
2018
Q3 | $1.71M | Buy |
25,634
+2,098
| +9% | +$137K | 0.91% | 22 |
|
|
2018
Q2 | $1.47M | Buy |
23,536
+2,947
| +14% | +$183K | 0.85% | 23 |
|
|
2018
Q1 | $1.25M | Buy |
20,589
+1,233
| +6% | +$77K | 1.35% | 17 |
|
|
2017
Q4 | $1.18M | Sell |
19,356
-899
| -4% | -$53.6K | 0.71% | 28 |
|
|
2017
Q3 | $1.17M | Sell |
20,255
-1,478
| -7% | -$83.4K | 0.72% | 28 |
|
|
2017
Q2 | $1.2M | Buy |
21,733
+270
| +1% | +$14.8K | 0.77% | 24 |
|
|
2017
Q1 | $1.16M | Sell |
21,463
-1,770
| -8% | -$94.4K | 0.77% | 23 |
|
|
2016
Q4 | $1.19M | Sell |
23,233
-1,400
| -6% | -$70.1K | 0.84% | 24 |
|
|
2016
Q3 | $1.22M | Sell |
24,633
-3,139
| -11% | -$155K | 0.87% | 23 |
|
|
2016
Q2 | $1.32M | Sell |
27,772
-1,760
| -6% | -$83K | 0.99% | 23 |
|
|
2016
Q1 | $1.38M | Buy |
+29,532
| New | +$1.3M | 1.07% | 24 |
|
|
2015
Q3 | $1.15M | Buy |
26,202
+1,000
| +4% | +$46.4K | 0.56% | 34 |
|
|
2015
Q2 | $1.19M | Buy |
25,202
+1,752
| +7% | +$84.4K | 0.56% | 34 |
|
|
2015
Q1 | $1.11M | Buy |
23,450
+4,342
| +23% | +$205K | 0.53% | 35 |
|
|
2014
Q4 | $896K | Buy |
+19,108
| New | +$876K | 0.49% | 37 |
|
Other funds holding ITOT
FPAS
Ironwood Financial's ITOT Position: Q2 2026 in Review
Ironwood Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, selling an estimated $147K and leaving 50,429 shares worth $8.28M. The position accounts for 1.3% of the portfolio, ranked #21.
Ironwood Financial first reported a position in ITOT in Q4 2014 and has held it in 46 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Ironwood Financial held 50,429 shares of iShares Core S&P Total US Stock Market ETF worth $8.28M as of Q2 2026.
- Ironwood Financial sold 926 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $147K.
- iShares Core S&P Total US Stock Market ETF made up 1.3% of Ironwood Financial's portfolio in Q2 2026, its #21 holding.
- Ironwood Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.