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

Calamos 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 		$996K Sell
6,065
-347
-5% -$55.1K 0.03% 207
2026
Q1 		$913K Buy
6,412
+2,414
+60% +$359K 0.03% 217
2025
Q4 		$594K Buy
3,998
+325
+9% +$48K 0.02% 252
2025
Q3 		$535K Sell
3,673
-539
-13% -$75.6K 0.02% 255
2025
Q2 		$569K Hold
4,212
– – 0.02% 221
2025
Q1 		$514K Buy
+4,212
New +$543K 0.03% 205

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Calamos Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.4% in Q2 2026, selling an estimated $55.1K and leaving 6,065 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #207.

Calamos Wealth Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Calamos Wealth Management held 6,065 shares of iShares Core S&P Total US Stock Market ETF worth $996K as of Q2 2026.
  • Calamos Wealth Management sold 347 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $55.1K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Calamos Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.