COFG Advisors’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
$257K Buy
1,565
+4
+0.3% +$635 0.04% 272
2026
Q1
$222K Buy
1,561
+4
+0.3% +$595 0.06% 225
2025
Q4
$232K Buy
+1,557
New +$230K 0.06% 207

Other funds holding ITOT

COFG Advisors's ITOT Position: Q2 2026 in Review

COFG Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $635 and bringing the position to 1,565 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #272.

COFG Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • COFG Advisors held 1,565 shares of iShares Core S&P Total US Stock Market ETF worth $257K as of Q2 2026.
  • COFG Advisors bought 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $635.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of COFG Advisors's portfolio in Q2 2026, its #272 holding.
  • COFG Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.