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Cooper Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cooper Financial Group’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 		$2.93M Sell
17,821
-1,108
-6% -$176K 0.24% 75
2026
Q1 		$2.7M Buy
18,929
+358
+2% +$53.2K 0.27% 68
2025
Q4 		$2.76M Buy
18,571
+10,126
+120% +$1.49M 0.29% 55
2025
Q3 		$1.23M Buy
8,445
+272
+3% +$38.1K 0.14% 122
2025
Q2 		$1.1M Buy
8,173
+270
+3% +$33.7K 0.13% 132
2025
Q1 		$964K Sell
7,903
-737
-9% -$95K 0.13% 147
2024
Q4 		$1.11M Sell
8,640
-365
-4% -$47.3K 0.13% 124
2024
Q3 		$1.13M Buy
9,005
+817
+10% +$98.9K 0.15% 122
2024
Q2 		$973K Buy
8,188
+151
+2% +$17.3K 0.14% 128
2024
Q1 		$927K Buy
8,037
+294
+4% +$32.2K 0.15% 129
2023
Q4 		$815K Sell
7,743
-332
-4% -$32.5K 0.15% 130
2023
Q3 		$761K Sell
8,075
-959
-11% -$94.2K 0.18% 126
2023
Q2 		$884K Sell
9,034
-233
-3% -$21.5K 0.22% 108
2023
Q1 		$839K Sell
9,267
-1,001
-10% -$88.9K 0.23% 108
2022
Q4 		$871K Sell
10,268
-154
-1% -$13.1K 0.27% 90
2022
Q3 		$829K Sell
10,422
-2,836
-21% -$251K 0.3% 82
2022
Q2 		$1.11M Buy
13,258
+595
+5% +$54.2K 0.4% 64
2022
Q1 		$1.28M Buy
12,663
+3,124
+33% +$311K 0.49% 49
2021
Q4 		$1.02M Buy
9,539
+2,672
+39% +$279K 0.39% 65
2021
Q3 		$676K Buy
6,867
+2,601
+61% +$263K 0.14% 106
2021
Q2 		$421K Sell
4,266
-1,083
-20% -$104K 0.09% 141
2021
Q1 		$490K Sell
5,349
-6,344
-54% -$569K 0.11% 125
2020
Q4 		$1.01M Buy
11,693
+7,548
+182% +$611K 0.21% 87
2020
Q3 		$313K Buy
4,145
+363
+10% +$27.1K 0.09% 150
2020
Q2 		$263K Sell
3,782
-335
-8% -$21.9K 0.09% 155
2020
Q1 		$236K Buy
4,117
+794
+24% +$54.5K 0.1% 125
2019
Q4 		$242K Sell
3,323
-3,530
-52% -$246K 0.1% 135
2019
Q3 		$460K Sell
6,853
-30
-0.4% -$2.01K 0.21% 72
2019
Q2 		$459K Hold
6,883
– – 0.22% 69
2019
Q1 		$443K Buy
+6,883
New +$427K 0.24% 62

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

Cooper Financial Group's ITOT Position: Q2 2026 in Review

Cooper Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.9% in Q2 2026, selling an estimated $176K and leaving 17,821 shares worth $2.93M. The position accounts for 0.24% of the portfolio, ranked #75.

Cooper Financial Group first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cooper Financial Group held 17,821 shares of iShares Core S&P Total US Stock Market ETF worth $2.93M as of Q2 2026.
  • Cooper Financial Group sold 1,108 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $176K.
  • iShares Core S&P Total US Stock Market ETF made up 0.24% of Cooper Financial Group's portfolio in Q2 2026, its #75 holding.
  • Cooper Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.