Clear Creek Financial Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Clear Creek Financial 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 Q1	$203K	Sell	1,423 -18	-1%	-$2.68K	0.02%	583
2025 Q4	$214K	Sell	1,441 -360	-20%	-$53.1K	0.02%	547
2025 Q3	$262K	Sell	1,801 -295	-14%	-$41.4K	0.02%	501
2025 Q2	$283K	Sell	2,096 -81	-4%	-$10.1K	0.03%	452
2025 Q1	$266K	Sell	2,177 -8,272	-79%	-$1.07M	0.03%	421
2024 Q4	$1.34M	Sell	10,449 -19	-0.2%	-$2.46K	0.15%	138
2024 Q3	$1.31M	Sell	10,468 -140	-1%	-$16.9K	0.15%	135
2024 Q2	$1.26M	Buy	10,608 +2,724	+35%	+$313K	0.15%	126
2024 Q1	$909K	Buy	7,884 +675	+9%	+$74K	0.12%	162
2023 Q4	$759K	Buy	7,209 +36	+0.5%	+$3.53K	0.12%	146
2023 Q3	$676K	Sell	7,173 -538	-7%	-$52.9K	0.12%	141
2023 Q2	$754K	Buy	7,711 +2,620	+51%	+$242K	0.13%	129
2023 Q1	$461K	Buy	+5,091	New	+$452K	0.09%	168
2022 Q3	–	Sell	-4,046	Closed	-$339K	–	300
2022 Q2	$339K	Buy	+4,046	New	+$369K	0.07%	196
2020 Q4	–	Sell	-661,079	Closed	-$49.9M	–	315
2020 Q3	$49.9M	Buy	+661,079	New	+$49.3M	2.26%	11

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Clear Creek Financial Management's ITOT Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q1 2026, selling an estimated $2.68K and leaving 1,423 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #583.

Clear Creek Financial Management first reported a position in ITOT in Q3 2020 and has held it in 15 quarters since. The position peaked at $49.9M in Q3 2020. 1,615 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Clear Creek Financial Management held 1,423 shares of iShares Core S&P Total US Stock Market ETF worth $203K as of Q1 2026.
Clear Creek Financial Management sold 18 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $2.68K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #583 holding.
Clear Creek Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 15 quarters since.
Clear Creek Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $49.9M in Q3 2020.
1,615 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.