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

Clarity Asset 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	$1.78M	Buy	10,856 +28	+0.3%	+$4.44K	0.87%	28
2026 Q1	$1.54M	Buy	10,828 +25	+0.2%	+$3.72K	0.78%	29
2025 Q4	$1.61M	Sell	10,803 -195	-2%	-$28.8K	0.88%	17
2025 Q3	$1.6M	Buy	10,998 +31	+0.3%	+$4.35K	0.9%	17
2025 Q2	$1.48M	Buy	10,967 +33	+0.3%	+$4.12K	0.88%	17
2025 Q1	$1.33M	Buy	10,934 +31	+0.3%	+$4K	0.86%	16
2024 Q4	$1.4M	Buy	10,903 +45	+0.4%	+$5.83K	0.91%	16
2024 Q3	$1.36M	Buy	10,858 +41	+0.4%	+$4.96K	0.95%	15
2024 Q2	$1.28M	Buy	10,817 +49	+0.5%	+$5.62K	0.91%	16
2024 Q1	$1.24M	Buy	10,768 +29	+0.3%	+$3.18K	0.86%	17
2023 Q4	$1.13M	Buy	+10,739	New	+$1.05M	0.89%	14

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

Clarity Asset Management's ITOT Position: Q2 2026 in Review

Clarity Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $4.44K and bringing the position to 10,856 shares worth $1.78M. The position accounts for 0.87% of the portfolio, ranked #28.

Clarity Asset Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Clarity Asset Management held 10,856 shares of iShares Core S&P Total US Stock Market ETF worth $1.78M as of Q2 2026.
Clarity Asset Management bought 28 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $4.44K.
iShares Core S&P Total US Stock Market ETF made up 0.87% of Clarity Asset Management's portfolio in Q2 2026, its #28 holding.
Clarity Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.