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

Clark 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	$2.49M	Buy	15,136 +1,952	+15%	+$310K	0.2%	50
2026 Q1	$1.88M	Sell	13,184 -14,682	-53%	-$2.18M	0.18%	54
2025 Q4	$4.14M	Buy	27,866 +32	+0.1%	+$4.72K	0.43%	29
2025 Q3	$4.05M	Buy	27,834 +7,252	+35%	+$1.02M	0.47%	30
2025 Q2	$2.78M	Buy	20,582 +16	+0.1%	+$2K	0.38%	32
2025 Q1	$2.51M	Sell	20,566 -2,104	-9%	-$271K	0.42%	30
2024 Q4	$2.92M	Buy	22,670 +17,258	+319%	+$2.23M	0.54%	28
2024 Q3	$680K	Hold	5,412	–	–	0.15%	58
2024 Q2	$643K	Buy	+5,412	New	+$621K	0.18%	47

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

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

Clark Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q2 2026, buying an estimated $310K and bringing the position to 15,136 shares worth $2.49M. The position accounts for 0.2% of the portfolio, ranked #50.

Clark Asset Management first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.14M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Clark Asset Management held 15,136 shares of iShares Core S&P Total US Stock Market ETF worth $2.49M as of Q2 2026.
Clark Asset Management bought 1,952 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $310K.
iShares Core S&P Total US Stock Market ETF made up 0.2% of Clark Asset Management's portfolio in Q2 2026, its #50 holding.
Clark Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Clark Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $4.14M in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.