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Cogent Strategic Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cogent Strategic Wealth’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 		$1.89M Buy
11,491
+508
+5% +$80.6K 1.8% 15
2026
Q1 		$1.56M Sell
10,983
-82
-0.7% -$12.2K 1.61% 17
2025
Q4 		$1.67M Buy
+11,065
New +$1.63M 1.82% 17

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Cogent Strategic Wealth's ITOT Position: Q2 2026 in Review

Cogent Strategic Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.6% in Q2 2026, buying an estimated $80.6K and bringing the position to 11,491 shares worth $1.89M. The position accounts for 1.8% of the portfolio, ranked #15.

Cogent Strategic Wealth first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cogent Strategic Wealth held 11,491 shares of iShares Core S&P Total US Stock Market ETF worth $1.89M as of Q2 2026.
  • Cogent Strategic Wealth bought 508 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $80.6K.
  • iShares Core S&P Total US Stock Market ETF made up 1.8% of Cogent Strategic Wealth's portfolio in Q2 2026, its #15 holding.
  • Cogent Strategic Wealth 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.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cogent Strategic Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.