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

Virtue Capital 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	$201K	Buy	+1,221	New	+$194K	0.03%	337
2026 Q1	–	Sell	-29,290	Closed	-$4.37M	–	343
2025 Q4	$4.37M	Buy	29,290 +27,197	+1,299%	+$4.01M	0.67%	28
2025 Q3	$259K	Sell	2,093 -26,356	-93%	-$3.7M	0.04%	259
2025 Q2	$3.84M	Buy	+28,449	New	+$3.55M	0.71%	29
2024 Q4	–	Sell	-19,125	Closed	-$2.4M	–	277
2024 Q3	$2.4M	Sell	19,125 -4,333	-18%	-$525K	0.48%	37
2024 Q2	$2.86M	Buy	23,458 +1,270	+6%	+$146K	0.49%	37
2024 Q1	$2.5M	Buy	22,188 +12,974	+141%	+$1.42M	0.45%	45
2023 Q4	$951K	Buy	+9,214	New	+$903K	0.19%	98
2022 Q4	–	Sell	-4,271	Closed	-$340K	–	385
2022 Q3	$340K	Sell	4,271 -26,653	-86%	-$2.36M	0.05%	156
2022 Q2	$2.59M	Buy	+30,924	New	+$2.82M	0.41%	24

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Virtue Capital Management's ITOT Position: Q2 2026 in Review

Virtue Capital Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,221 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #337 among its holdings. This is a return to the name: Virtue Capital Management previously reported a position in ITOT as recently as Q4 2025.

Virtue Capital Management first reported a position in ITOT in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.37M in Q4 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Virtue Capital Management held 1,221 shares of iShares Core S&P Total US Stock Market ETF worth $201K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Virtue Capital Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Virtue Capital Management's portfolio in Q2 2026, its #337 holding.
Virtue Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 10 quarters since.
Virtue Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.37M in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.