CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.8M | Sell |
78,034
-6,607
| -8% | -$1.05M | 0.17% | 56 |
|
|
2026
Q1 | $12.1M | Sell |
84,641
-6,868
| -8% | -$1.02M | 0.18% | 54 |
|
|
2025
Q4 | $13.6M | Sell |
91,509
-6,676
| -7% | -$985K | 0.21% | 55 |
|
|
2025
Q3 | $14.3M | Sell |
98,185
-15,191
| -13% | -$2.13M | 0.23% | 53 |
|
|
2025
Q2 | $15.3M | Sell |
113,376
-7,179
| -6% | -$896K | 0.26% | 54 |
|
|
2025
Q1 | $14.7M | Sell |
120,555
-12,901
| -10% | -$1.66M | 0.27% | 53 |
|
|
2024
Q4 | $17.2M | Sell |
133,456
-13,107
| -9% | -$1.7M | 0.33% | 45 |
|
|
2024
Q3 | $18.4M | Sell |
146,563
-2,626
| -2% | -$318K | 0.42% | 41 |
|
|
2024
Q2 | $17.7M | Sell |
149,189
-5,537
| -4% | -$635K | 0.38% | 43 |
|
|
2024
Q1 | $17.8M | Buy |
154,726
+1,084
| +0.7% | +$119K | 0.41% | 40 |
|
|
2023
Q4 | $16.2M | Sell |
153,642
-5,391
| -3% | -$528K | 0.4% | 42 |
|
|
2023
Q3 | $15M | Sell |
159,033
-2,078
| -1% | -$204K | 0.42% | 42 |
|
|
2023
Q2 | $15.8M | Sell |
161,111
-5,005
| -3% | -$463K | 0.44% | 43 |
|
|
2023
Q1 | $15M | Sell |
166,116
-7,889
| -5% | -$700K | 0.44% | 45 |
|
|
2022
Q4 | $14.8M | Buy |
+174,005
| New | +$14.9M | 0.55% | 39 |
|
|
2022
Q3 | – | Sell |
-177,059
| Closed | -$14.8M | – | 119 |
|
|
2022
Q2 | $14.8M | Sell |
177,059
-4,017
| -2% | -$366K | 0.62% | 36 |
|
|
2022
Q1 | $18.3M | Sell |
181,076
-20,267
| -10% | -$2.02M | 0.65% | 36 |
|
|
2021
Q4 | $21.5M | Sell |
201,343
-8,859
| -4% | -$926K | 0.79% | 35 |
|
|
2021
Q3 | $20.7M | Sell |
210,202
-5,437
| -3% | -$550K | 0.81% | 36 |
|
|
2021
Q2 | $21.3M | Sell |
215,639
-7,368
| -3% | -$709K | 0.87% | 34 |
|
|
2021
Q1 | $20.4M | Sell |
223,007
-24,575
| -10% | -$2.2M | 0.97% | 30 |
|
|
2020
Q4 | $21.3M | Sell |
247,582
-4,472
| -2% | -$362K | 1.05% | 30 |
|
|
2020
Q3 | $19M | Sell |
252,054
-10,969
| -4% | -$819K | 1.07% | 29 |
|
|
2020
Q2 | $18.3M | Buy |
+263,023
| New | +$17.2M | 1.11% | 29 |
|
|
2019
Q4 | $23.4M | Sell |
321,350
-91,971
| -22% | -$6.4M | 1.86% | 15 |
|
|
2019
Q3 | $27.7M | Sell |
413,321
-13,475
| -3% | -$903K | 2.42% | 12 |
|
|
2019
Q2 | $28.4M | Sell |
426,796
-5,285
| -1% | -$346K | 2.85% | 9 |
|
|
2019
Q1 | $27.8M | Sell |
432,081
-10,608
| -2% | -$658K | 3.04% | 9 |
|
|
2018
Q4 | $25.1M | Sell |
442,689
-29,264
| -6% | -$1.8M | 2.5% | 13 |
|
|
2018
Q3 | $31.4M | Sell |
471,953
-19,776
| -4% | -$1.3M | 2.93% | 10 |
|
|
2018
Q2 | $30.7M | Sell |
491,729
-4,658
| -0.9% | -$289K | 3.01% | 10 |
|
|
2018
Q1 | $30M | Sell |
496,387
-70,758
| -12% | -$4.42M | 3% | 10 |
|
|
2017
Q4 | $34.7M | Buy |
567,145
+28,203
| +5% | +$1.68M | 3.56% | 8 |
|
|
2017
Q3 | $31.1M | Buy |
538,942
+1,841
| +0.3% | +$104K | 3.29% | 9 |
|
|
2017
Q2 | $29.8M | Sell |
537,101
-37,743
| -7% | -$2.07M | 3.32% | 9 |
|
|
2017
Q1 | $31.1M | Buy |
574,844
+157,417
| +38% | +$8.39M | 3.48% | 8 |
|
|
2016
Q4 | $21.4M | Buy |
417,427
+28,002
| +7% | +$1.4M | 2.45% | 14 |
|
|
2016
Q3 | $19.3M | Buy |
389,425
+44,965
| +13% | +$2.22M | 2.35% | 15 |
|
|
2016
Q2 | $16.4M | Buy |
344,460
+62,892
| +22% | +$2.97M | 2.37% | 12 |
|
|
2016
Q1 | $13.1M | Buy |
281,568
+89,126
| +46% | +$3.93M | 2.06% | 13 |
|
|
2015
Q4 | $8.94M | Buy |
192,442
+60,194
| +46% | +$2.82M | 1.5% | 18 |
|
|
2015
Q3 | $5.79M | Buy |
132,248
+86,042
| +186% | +$3.99M | 1.09% | 22 |
|
|
2015
Q2 | $2.18M | Buy |
+46,206
| New | +$2.22M | 0.44% | 35 |
|
Other funds holding ITOT
FPAS
CLA (CliftonLarsonAllen) Wealth Advisors's ITOT Position: Q2 2026 in Review
CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.8% in Q2 2026, selling an estimated $1.05M and leaving 78,034 shares worth $12.8M. The position accounts for 0.17% of the portfolio, ranked #56.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ITOT in Q2 2015 and has held it in 43 quarters since. The position peaked at $34.7M in Q4 2017. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors held 78,034 shares of iShares Core S&P Total US Stock Market ETF worth $12.8M as of Q2 2026.
- CLA (CliftonLarsonAllen) Wealth Advisors sold 6,607 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.05M.
- iShares Core S&P Total US Stock Market ETF made up 0.17% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #56 holding.
- CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2015 and has held it in 43 quarters since.
- CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $34.7M in Q4 2017.
- 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.