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

Wallace 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	$542K	Buy	+3,300	New	+$524K	0.06%	54
2022 Q3	–	Sell	-3,201	Closed	-$271K	–	68
2022 Q2	$271K	Hold	3,201	–	–	0.04%	65
2022 Q1	$296K	Hold	3,201	–	–	0.04%	62
2021 Q4	$342K	Hold	3,201	–	–	0.05%	58
2021 Q3	$315K	Buy	+3,201	New	+$324K	0.04%	62

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

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

Wallace Capital Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 3,300 shares worth $542K. The stake represents 0.06% of the portfolio and ranks #54 among its holdings. This is a return to the name: Wallace Capital Management previously reported a position in ITOT as recently as Q2 2022.

Wallace Capital Management first reported a position in ITOT in Q3 2021 and has held it in 5 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Wallace Capital Management held 3,300 shares of iShares Core S&P Total US Stock Market ETF worth $542K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Wallace Capital Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Wallace Capital Management's portfolio in Q2 2026, its #54 holding.
Wallace Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 5 quarters since.
1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Wallace Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.