Arthur M. Cohen & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Arthur M. Cohen & Associates’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	$263K	Hold	1,600	–	–	0.04%	123
2026 Q1	$230K	Hold	1,600	–	–	0.04%	119
2025 Q4	$238K	Hold	1,600	–	–	0.04%	116
2025 Q3	$233K	Hold	1,600	–	–	0.04%	121
2025 Q2	$216K	Buy	+1,600	New	+$200K	0.04%	123
2025 Q1	–	Sell	-1,600	Closed	-$206K	–	133
2024 Q4	$206K	Buy	+1,600	New	+$207K	0.04%	134

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Arthur M. Cohen & Associates's ITOT Position: Q2 2026 in Review

Arthur M. Cohen & Associates held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,600 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #123.

Arthur M. Cohen & Associates first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Arthur M. Cohen & Associates held 1,600 shares of iShares Core S&P Total US Stock Market ETF worth $263K as of Q2 2026.
Arthur M. Cohen & Associates left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #123 holding.
Arthur M. Cohen & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 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 Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.