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Cooper/Haims Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Cooper/Haims 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 		$1.15M Hold
7,006
– – 0.5% 28
2026
Q1 		$998K Buy
7,006
+450
+7% +$66.9K 0.47% 29
2025
Q4 		$975K Buy
+6,556
New +$968K 0.44% 26

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/Haims Advisors's ITOT Position: Q2 2026 in Review

Cooper/Haims Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 7,006 shares worth $1.15M. The position accounts for 0.5% of the portfolio, ranked #28.

Cooper/Haims Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Cooper/Haims Advisors held 7,006 shares of iShares Core S&P Total US Stock Market ETF worth $1.15M as of Q2 2026.
  • Cooper/Haims 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 0.5% of Cooper/Haims Advisors's portfolio in Q2 2026, its #28 holding.
  • Cooper/Haims 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.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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