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Claar Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Claar Advisors’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 		$163M Sell
993,607
-1,213
-0.1% -$193K 52.58% 1
2026
Q1 		$142M Buy
994,820
+224
+0% +$33.3K 48.01% 1
2025
Q4 		$148M Buy
994,596
+2,595
+0.3% +$383K 43.22% 1
2025
Q3 		$144M Sell
992,001
-6,662
-0.7% -$934K 42.77% 1
2025
Q2 		$135M Buy
998,663
+135,264
+16% +$16.9M 41.31% 1
2025
Q1 		$105M Buy
863,399
+33,524
+4% +$4.32M 35.56% 1
2024
Q4 		$107M Hold
829,875
– – 34.54% 1
2024
Q3 		$104M Buy
829,875
+21,000
+3% +$2.54M 35.08% 1
2024
Q2 		$96.1M Buy
808,875
+56,400
+7% +$6.47M 30.87% 1
2024
Q1 		$86.8M Buy
752,475
+220,860
+42% +$24.2M 27.93% 1
2023
Q4 		$55.9M Buy
531,615
+95,250
+22% +$9.33M 19.86% 1
2023
Q3 		$41.1M Buy
436,365
+56,815
+15% +$5.58M 16.3% 1
2023
Q2 		$37.1M Buy
379,550
+500
+0.1% +$46.2K 14.06% 1
2023
Q1 		$34.3M Buy
379,050
+1,000
+0.3% +$88.8K 13.94% 1
2022
Q4 		$32.1M Buy
378,050
+114,050
+43% +$9.73M 14.1% 1
2022
Q3 		$21M Buy
264,000
+160,200
+154% +$14.2M 8.91% 3
2022
Q2 		$8.7M Buy
103,800
+73,800
+246% +$6.72M 3.4% 11
2022
Q1 		$3.03M Hold
30,000
– – 0.89% 33
2021
Q4 		$3.21M Hold
30,000
– – 0.92% 28
2021
Q3 		$2.95M Hold
30,000
– – 0.88% 30
2021
Q2 		$2.96M Hold
30,000
– – 0.88% 30
2021
Q1 		$2.75M Sell
30,000
-1,000
-3% -$89.7K 0.96% 27
2020
Q4 		$2.67M Buy
31,000
+1,000
+3% +$81K 0.97% 24
2020
Q3 		$2.27M Hold
30,000
– – 0.91% 20
2020
Q2 		$2.08M Sell
30,000
-4,800
-14% -$314K 0.82% 23
2020
Q1 		$1.99M Buy
+34,800
New +$2.39M 1.06% 20

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

Claar Advisors's ITOT Position: Q2 2026 in Review

Claar Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.12% in Q2 2026, selling an estimated $193K and leaving 993,607 shares worth $163M. The position accounts for 52.58% of the portfolio, ranked #1.

Claar Advisors first reported a position in ITOT in Q1 2020 and has held it in 26 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Claar Advisors held 993,607 shares of iShares Core S&P Total US Stock Market ETF worth $163M as of Q2 2026.
  • Claar Advisors sold 1,213 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $193K.
  • iShares Core S&P Total US Stock Market ETF made up 52.58% of Claar Advisors's portfolio in Q2 2026, its #1 holding.
  • Claar Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Claar Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.