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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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 646 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.
  • 646 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.