ZIM
ITOT icon

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

Zacks Investment 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 		$1.11M Buy
6,776
+690
+11% +$110K 0.01% 413
2026
Q1 		$867K Sell
6,086
-1
-0% -$149 0.01% 429
2025
Q4 		$905K Buy
6,087
+3,257
+115% +$481K 0.01% 426
2025
Q3 		$412K Sell
2,830
-50
-2% -$7.01K ﹤0.01% 527
2025
Q2 		$389K Buy
2,880
+61
+2% +$7.61K ﹤0.01% 517
2025
Q1 		$344K Buy
2,819
+691
+32% +$89.1K ﹤0.01% 527
2024
Q4 		$274K Hold
2,128
– – ﹤0.01% 568
2024
Q3 		$267K Hold
2,128
– – ﹤0.01% 580
2024
Q2 		$253K Sell
2,128
-10,881
-84% -$1.25M ﹤0.01% 541
2024
Q1 		$1.5M Sell
13,009
-40
-0.3% -$4.39K 0.02% 355
2023
Q4 		$1.37M Buy
13,049
+2,157
+20% +$211K 0.02% 339
2023
Q3 		$1.03M Buy
10,892
+226
+2% +$22.2K 0.01% 372
2023
Q2 		$1.04M Buy
10,666
+33
+0.3% +$3.05K 0.01% 369
2023
Q1 		$963K Buy
10,633
+14
+0.1% +$1.24K 0.01% 372
2022
Q4 		$900K Buy
+10,619
New +$906K 0.01% 372

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

Zacks Investment Management's ITOT Position: Q2 2026 in Review

Zacks Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q2 2026, buying an estimated $110K and bringing the position to 6,776 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #413.

Zacks Investment Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q1 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Zacks Investment Management held 6,776 shares of iShares Core S&P Total US Stock Market ETF worth $1.11M as of Q2 2026.
  • Zacks Investment Management bought 690 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $110K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #413 holding.
  • Zacks Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Zacks Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.5M in Q1 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.