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Clayton Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Clayton Financial Group’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 		$1.73M Buy
10,547
+18
+0.2% +$2.86K 0.96% 17
2026
Q1 		$1.5M Buy
10,529
+17
+0.2% +$2.53K 0.77% 21
2025
Q4 		$1.56M Buy
+10,512
New +$1.55M 0.8% 21

Other funds holding ITOT

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
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Clayton Financial Group's ITOT Position: Q2 2026 in Review

Clayton Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.17% in Q2 2026, buying an estimated $2.86K and bringing the position to 10,547 shares worth $1.73M. The position accounts for 0.96% of the portfolio, ranked #17.

Clayton Financial Group first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Clayton Financial Group held 10,547 shares of iShares Core S&P Total US Stock Market ETF worth $1.73M as of Q2 2026.
  • Clayton Financial Group bought 18 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.86K.
  • iShares Core S&P Total US Stock Market ETF made up 0.96% of Clayton Financial Group's portfolio in Q2 2026, its #17 holding.
  • Clayton Financial Group 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.
  • 393 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.