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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Cooper/Haims Advisors's ITOT Position: Q1 2026 in Review

Cooper/Haims Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.9% in Q1 2026, buying an estimated $66.9K and bringing the position to 7,006 shares worth $998K. The position accounts for 0.47% of the portfolio, ranked #29.

Cooper/Haims Advisors first reported a position in ITOT in Q4 2025 and has held it in 2 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Cooper/Haims Advisors held 7,006 shares of iShares Core S&P Total US Stock Market ETF worth $998K as of Q1 2026.
  • Cooper/Haims Advisors bought 450 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $66.9K.
  • iShares Core S&P Total US Stock Market ETF made up 0.47% of Cooper/Haims Advisors's portfolio in Q1 2026, its #29 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 2 quarters since.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.