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

Tenon Financial’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 		$3.73M Buy
22,685
+145
+0.6% +$23K 1.2% 9
2026
Q1 		$3.21M Hold
22,540
– – 1.26% 10
2025
Q4 		$3.35M Hold
22,540
– – 1.41% 9
2025
Q3 		$3.28M Hold
22,540
– – 1.69% 8
2025
Q2 		$3.04M Hold
22,540
– – 1.34% 8
2025
Q1 		$2.75M Hold
22,540
– – 1.7% 8
2024
Q4 		$2.89M Hold
22,540
– – 1.87% 9
2024
Q3 		$2.83M Hold
22,540
– – 1.88% 7
2024
Q2 		$2.68M Buy
22,540
+421
+2% +$48.3K 2.09% 7
2024
Q1 		$2.55M Buy
+22,119
New +$2.43M 2.15% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Tenon Financial's ITOT Position: Q2 2026 in Review

Tenon Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.64% in Q2 2026, buying an estimated $23K and bringing the position to 22,685 shares worth $3.73M. The position accounts for 1.2% of the portfolio, ranked #9.

Tenon Financial first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Tenon Financial held 22,685 shares of iShares Core S&P Total US Stock Market ETF worth $3.73M as of Q2 2026.
  • Tenon Financial bought 145 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $23K.
  • iShares Core S&P Total US Stock Market ETF made up 1.2% of Tenon Financial's portfolio in Q2 2026, its #9 holding.
  • Tenon Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.