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Coppell Advisory Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-731
Closed -$94.3K – 1091
2024
Q4 		$94.3K Buy
731
+30
+4% +$3.88K 0.01% 431
2024
Q3 		$87.7K Buy
701
+172
+33% +$20.8K 0.01% 419
2024
Q2 		$62.8K Buy
+529
New +$60.7K 0.01% 444
2023
Q4 		$14.3K Buy
+136
New +$13.3K ﹤0.01% 840
2023
Q3 		– Sell
-65
Closed -$6.29K – 1367
2023
Q2 		$6.29K Buy
+65
New +$6.01K ﹤0.01% 804

Other funds holding ITOT

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

Coppell Advisory Solutions's ITOT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 731 shares — an estimated $94.3K sold.

Coppell Advisory Solutions first reported a position in ITOT in Q2 2023 and held it in 5 quarters. The position peaked at $94.3K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 731 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $94.3K.
  • Coppell Advisory Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares Core S&P Total US Stock Market ETF position peaked at $94.3K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.