Cohalo Advisory’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
$200K Buy
+1,219
New +$193K 12.12% 6
2025
Q2
Sell
-1,220
Closed -$149K 15
2025
Q1
$149K Buy
+1,220
New +$157K 10.99% 5

Other funds holding ITOT

Cohalo Advisory's ITOT Position: Q2 2026 in Review

Cohalo Advisory opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,219 shares worth $200K. The stake represents 12.12% of the portfolio and ranks #6 among its holdings. This is a return to the name: Cohalo Advisory previously reported a position in ITOT as recently as Q1 2025.

Cohalo Advisory first reported a position in ITOT in Q1 2025 and has held it in 2 quarters since. 1,718 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cohalo Advisory held 1,219 shares of iShares Core S&P Total US Stock Market ETF worth $200K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Cohalo Advisory position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 12.12% of Cohalo Advisory's portfolio in Q2 2026, its #6 holding.
  • Cohalo Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,718 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cohalo Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.