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

Cosner 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 Q1	$19.9M	Sell	139,444 -8,104	-5%	-$1.21M	10.91%	2
2025 Q4	$21.9M	Buy	147,548 +663	+0.5%	+$97.8K	11.19%	1
2025 Q3	$21.4M	Sell	146,885 -3,742	-2%	-$525K	11.5%	2
2025 Q2	$20.3M	Sell	150,627 -5,415	-3%	-$676K	11.33%	2
2025 Q1	$19M	Buy	156,042 +1,940	+1%	+$250K	11.64%	2
2024 Q4	$19.8M	Buy	154,102 +1,125	+0.7%	+$146K	12.56%	1
2024 Q3	$19.2M	Sell	152,977 -1,345	-0.9%	-$163K	12.39%	1
2024 Q2	$18.3M	Buy	154,322 +4,328	+3%	+$497K	12.96%	1
2024 Q1	$17.3M	Buy	149,994 +2,043	+1%	+$224K	12.39%	1
2023 Q4	$15.6M	Buy	147,951 +2,129	+1%	+$209K	13.15%	1
2023 Q3	$13.7M	Buy	145,822 +12,971	+10%	+$1.27M	12.1%	1
2023 Q2	$13M	Buy	+132,851	New	+$12.3M	10.71%	2

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Cosner Financial Group's ITOT Position: Q1 2026 in Review

Cosner Financial Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.5% in Q1 2026, selling an estimated $1.21M and leaving 139,444 shares worth $19.9M. The position accounts for 10.91% of the portfolio, ranked #2.

Cosner Financial Group first reported a position in ITOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $21.9M in Q4 2025. 1,621 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Cosner Financial Group held 139,444 shares of iShares Core S&P Total US Stock Market ETF worth $19.9M as of Q1 2026.
Cosner Financial Group sold 8,104 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.21M.
iShares Core S&P Total US Stock Market ETF made up 10.91% of Cosner Financial Group's portfolio in Q1 2026, its #2 holding.
Cosner Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
Cosner Financial Group's iShares Core S&P Total US Stock Market ETF position peaked at $21.9M in Q4 2025.
1,621 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Cosner Financial Group's 13F filing for Q1 2026, filed 1 May 2026.