CWA
ITOT icon

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

Clarity Wealth 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 		$242K Sell
1,474
-60
-4% -$9.52K 0.04% 105
2026
Q1 		$218K Sell
1,534
-83
-5% -$12.3K 0.04% 103
2025
Q4 		$240K Buy
+1,617
New +$239K 0.05% 95

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Clarity Wealth Advisors's ITOT Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.9% in Q2 2026, selling an estimated $9.52K and leaving 1,474 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #105.

Clarity Wealth Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Clarity Wealth Advisors held 1,474 shares of iShares Core S&P Total US Stock Market ETF worth $242K as of Q2 2026.
  • Clarity Wealth Advisors sold 60 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $9.52K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Clarity Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Clarity Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.