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

Claris 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	$10.7M	Buy	65,425 +15,780	+32%	+$2.5M	2.81%	12
2026 Q1	$7.07M	Buy	49,645 +394	+0.8%	+$58.6K	2.12%	15
2025 Q4	$7.32M	Buy	49,251 +1,974	+4%	+$291K	2.23%	15
2025 Q3	$6.38M	Buy	47,277 +764	+2%	+$107K	2.22%	15
2025 Q2	$6.28M	Sell	46,513 -6,028	-11%	-$752K	2.19%	15
2025 Q1	$6.41M	Sell	52,541 -888	-2%	-$114K	2.39%	11
2024 Q4	$6.87M	Buy	53,429 +4,435	+9%	+$574K	2.58%	9
2024 Q3	$6.15M	Buy	48,994 +8,128	+20%	+$984K	2.67%	9
2024 Q2	$4.85M	Buy	40,866 +1,585	+4%	+$182K	2.5%	9
2024 Q1	$4.53M	Buy	39,281 +8,547	+28%	+$937K	2.28%	9
2023 Q4	$3.23M	Buy	30,734 +22,681	+282%	+$2.22M	1.79%	12
2023 Q3	$759K	Buy	8,053 +4,188	+108%	+$412K	0.48%	19
2023 Q2	$378K	Buy	3,865 +11	+0.3%	+$1.02K	0.26%	27
2023 Q1	$349K	Buy	+3,854	New	+$342K	0.26%	27

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

Claris Advisors's ITOT Position: Q2 2026 in Review

Claris Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 32% in Q2 2026, buying an estimated $2.5M and bringing the position to 65,425 shares worth $10.7M. The position accounts for 2.81% of the portfolio, ranked #12.

Claris Advisors first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Claris Advisors held 65,425 shares of iShares Core S&P Total US Stock Market ETF worth $10.7M as of Q2 2026.
Claris Advisors bought 15,780 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.5M.
iShares Core S&P Total US Stock Market ETF made up 2.81% of Claris Advisors's portfolio in Q2 2026, its #12 holding.
Claris Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.