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

Coastal Bridge 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	$329K	Hold	2,005	–	–	0.02%	379
2026 Q1	$286K	Sell	2,005 -49	-2%	-$7.29K	0.02%	384
2025 Q4	$305K	Sell	2,054 -62	-3%	-$9.15K	0.02%	367
2025 Q3	$308K	Sell	2,116 -150	-7%	-$21K	0.02%	363
2025 Q2	$306K	Hold	2,266	–	–	0.03%	353
2025 Q1	$276K	Buy	2,266 +111	+5%	+$14.3K	0.03%	355
2024 Q4	$277K	Hold	2,155	–	–	0.07%	124
2024 Q3	$271K	Hold	2,155	–	–	0.07%	130
2024 Q2	$256K	Hold	2,155	–	–	0.06%	127
2024 Q1	$248K	Hold	2,155	–	–	0.06%	137
2023 Q4	$227K	Hold	2,155	–	–	0.06%	141
2023 Q3	$203K	Hold	2,155	–	–	0.05%	141
2023 Q2	$211K	Buy	+2,155	New	+$199K	0.05%	138
2022 Q2	–	Sell	-2,155	Closed	-$218K	–	173
2022 Q1	$218K	Buy	+2,155	New	+$215K	0.05%	143

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

Coastal Bridge Advisors's ITOT Position: Q2 2026 in Review

Coastal Bridge Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,005 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #379.

Coastal Bridge Advisors first reported a position in ITOT in Q1 2022 and has held it in 14 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Coastal Bridge Advisors held 2,005 shares of iShares Core S&P Total US Stock Market ETF worth $329K as of Q2 2026.
Coastal Bridge Advisors 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 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #379 holding.
Coastal Bridge Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 14 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.