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

Copia Wealth Management’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 		$73.9K Hold
450
– – 0.04% 174
2026
Q1 		$64.1K Hold
450
– – 0.04% 179
2025
Q4 		$66.9K Hold
450
– – 0.05% 180
2025
Q3 		$65.5K Hold
450
– – 0.05% 166
2025
Q2 		$60.8K Hold
450
– – 0.05% 153
2025
Q1 		$54.9K Hold
450
– – 0.05% 152
2024
Q4 		$57.9K Buy
+450
New +$58.3K 0.06% 135

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

Copia Wealth Management's ITOT Position: Q2 2026 in Review

Copia Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 450 shares worth $73.9K. The position accounts for 0.04% of the portfolio, ranked #174.

Copia Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Copia Wealth Management held 450 shares of iShares Core S&P Total US Stock Market ETF worth $73.9K as of Q2 2026.
  • Copia Wealth Management 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 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Copia Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 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 Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.