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

Mayflower 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	$3.74M	Buy	22,796 +672	+3%	+$107K	0.32%	78
2026 Q1	$3.15M	Buy	22,124 +529	+2%	+$78.7K	0.38%	76
2025 Q4	$3.21M	Buy	21,595 +274	+1%	+$40.4K	0.39%	69
2025 Q3	$3.11M	Buy	21,321 +86	+0.4%	+$12.1K	0.39%	64
2025 Q2	$2.87M	Buy	21,235 +1,098	+5%	+$137K	0.4%	62
2025 Q1	$2.46M	Buy	20,137 +1,383	+7%	+$178K	0.37%	65
2024 Q4	$2.41M	Sell	18,754 -228	-1%	-$29.5K	0.36%	68
2024 Q3	$2.38M	Buy	18,982 +482	+3%	+$58.4K	0.36%	67
2024 Q2	$2.2M	Sell	18,500 -760	-4%	-$87.2K	0.36%	67
2024 Q1	$2.22M	Sell	19,260 -447	-2%	-$49K	0.37%	66
2023 Q4	$2.07M	Buy	19,707 +234	+1%	+$22.9K	0.29%	75
2023 Q3	$1.83M	Sell	19,473 -805	-4%	-$79.1K	0.27%	76
2023 Q2	$1.98M	Sell	20,278 -184	-0.9%	-$17K	0.26%	78
2023 Q1	$1.85M	Buy	20,462 +348	+2%	+$30.9K	0.24%	82
2022 Q4	$1.71M	Buy	20,114 +80	+0.4%	+$6.83K	0.24%	84
2022 Q3	$1.59M	Buy	20,034 +20	+0.1%	+$1.77K	0.26%	78
2022 Q2	$1.68M	Buy	20,014 +5	+0%	+$456	0.26%	79
2022 Q1	$2.02M	Sell	20,009 -1,243	-6%	-$124K	0.27%	69
2021 Q4	$2.27M	Sell	21,252 -23	-0.1%	-$2.4K	0.3%	61
2021 Q3	$2.2M	Sell	21,275 -619	-3%	-$62.6K	0.3%	66
2021 Q2	$2.16M	Buy	21,894 +6	+0%	+$577	0.3%	64
2021 Q1	$2M	Buy	21,888 +153	+0.7%	+$13.7K	0.3%	59
2020 Q4	$1.87M	Buy	+21,735	New	+$1.76M	0.32%	58

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

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

Mayflower Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3% in Q2 2026, buying an estimated $107K and bringing the position to 22,796 shares worth $3.74M. The position accounts for 0.32% of the portfolio, ranked #78.

Mayflower Financial Advisors first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Mayflower Financial Advisors held 22,796 shares of iShares Core S&P Total US Stock Market ETF worth $3.74M as of Q2 2026.
Mayflower Financial Advisors bought 672 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $107K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Mayflower Financial Advisors's portfolio in Q2 2026, its #78 holding.
Mayflower Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.