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

Claro 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 Q3	$4.93M	Sell	29,625 -802	-3%	-$133K	0.48%	40
2026 Q2	$5M	Sell	30,427 -168	-0.5%	-$26.7K	0.52%	38
2026 Q1	$4.36M	Buy	30,595 +2,497	+9%	+$371K	0.52%	41
2025 Q4	$4.18M	Buy	28,098 +1,257	+5%	+$186K	0.57%	35
2025 Q3	$3.91M	Buy	26,841 +1,465	+6%	+$205K	0.57%	37
2025 Q2	$3.43M	Buy	25,376 +5,030	+25%	+$628K	0.57%	39
2025 Q1	$2.48M	Buy	20,346 +2,483	+14%	+$320K	0.33%	56
2024 Q4	$2.3M	Buy	17,863 +348	+2%	+$45.1K	0.31%	57
2024 Q3	$2.2M	Buy	17,515 +1,124	+7%	+$136K	0.28%	66
2024 Q2	$1.95M	Buy	16,391 +1,178	+8%	+$135K	0.3%	61
2024 Q1	$1.75M	Sell	15,213 -177	-1%	-$19.4K	0.3%	62
2023 Q4	$1.62M	Buy	15,390 +1,598	+12%	+$157K	0.35%	54
2023 Q3	$1.3M	Buy	13,792 +3,310	+32%	+$325K	0.32%	67
2023 Q2	$1.03M	Buy	10,482 +652	+7%	+$60.3K	0.25%	92
2023 Q1	$890K	Buy	9,830 +1,987	+25%	+$176K	0.26%	92
2022 Q4	$665K	Buy	7,843 +1,209	+18%	+$103K	0.22%	112
2022 Q3	$556K	Hold	6,634	–	–	0.22%	115
2022 Q2	$556K	Sell	6,634 -1,731	-21%	-$158K	0.22%	115
2022 Q1	$895K	Hold	8,365	–	–	0.32%	78
2021 Q4	$895K	Sell	8,365 -373	-4%	-$39K	0.32%	78
2021 Q3	$860K	Sell	8,738 -272	-3%	-$27.5K	0.36%	70
2021 Q2	$890K	Buy	9,010 +1,477	+20%	+$142K	0.4%	57
2021 Q1	$690K	Sell	7,533 -3,870	-34%	-$347K	0.35%	78
2020 Q4	$983K	Sell	11,403 -11	-0.1%	-$891	0.52%	48
2020 Q3	$862K	Sell	11,414 -282	-2%	-$21K	0.55%	41
2020 Q2	$812K	Buy	11,696 +1,328	+13%	+$86.8K	0.56%	44
2020 Q1	$593K	Buy	10,368 +1,365	+15%	+$93.7K	0.55%	50
2019 Q4	$654K	Buy	9,003 +178	+2%	+$12.4K	0.5%	59
2019 Q3	$592K	Buy	8,825 +565	+7%	+$37.9K	0.53%	57
2019 Q2	$550K	Sell	8,260 -87	-1%	-$5.7K	0.51%	59
2019 Q1	$538K	Sell	8,347 -294	-3%	-$18.2K	0.53%	57
2018 Q4	$576K	Buy	+8,641	New	+$531K	0.46%	49

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Claro Advisors's ITOT Position: Q3 2026 in Review

Claro Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q3 2026, selling an estimated $133K and leaving 29,625 shares worth $4.93M. The position accounts for 0.48% of the portfolio, ranked #40.

Claro Advisors first reported a position in ITOT in Q4 2018 and has held it in 32 quarters since. The position peaked at $5M in Q2 2026. 1,089 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Claro Advisors held 29,625 shares of iShares Core S&P Total US Stock Market ETF worth $4.93M as of Q3 2026.
Claro Advisors sold 802 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $133K.
iShares Core S&P Total US Stock Market ETF made up 0.48% of Claro Advisors's portfolio in Q3 2026, its #40 holding.
Claro Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 32 quarters since.
Claro Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $5M in Q2 2026.
1,089 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.