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

Waterloo Capital’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 		$695K Buy
+4,231
New +$672K 0.04% 293
2020
Q1 		$235K Buy
+4,110
New +$282K 0.17% 131

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Waterloo Capital's ITOT Position: Q2 2026 in Review

Waterloo Capital opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 4,231 shares worth $695K. The stake represents 0.04% of the portfolio and ranks #293 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in ITOT as recently as Q1 2020.

Waterloo Capital first reported a position in ITOT in Q1 2020 and has held it in 2 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Waterloo Capital held 4,231 shares of iShares Core S&P Total US Stock Market ETF worth $695K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Waterloo Capital position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #293 holding.
  • Waterloo Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 2 quarters since.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.