Clear Creek Financial Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Clear Creek Financial Management’s Portfolio TOPT Stock Details TOPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.73M	Buy	174,117 +70,197	+68%	+$2.28M	0.37%	65
2026 Q1	$2.97M	Sell	103,920 -3,566	-3%	-$107K	0.23%	101
2025 Q4	$3.36M	Buy	107,486 +44,318	+70%	+$1.37M	0.27%	82
2025 Q3	$1.92M	Sell	63,168 -783	-1%	-$22.5K	0.17%	130
2025 Q2	$1.75M	Buy	63,951 +43,936	+220%	+$1.09M	0.17%	139
2025 Q1	$477K	Buy	20,015 +2,575	+15%	+$65.9K	0.05%	314
2024 Q4	$454K	Buy	+17,440	New	+$448K	0.05%	310

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

Clear Creek Financial Management's TOPT Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 68% in Q2 2026, buying an estimated $2.28M and bringing the position to 174,117 shares worth $5.73M. The position accounts for 0.37% of the portfolio, ranked #65.

Clear Creek Financial Management first reported a position in TOPT in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

Clear Creek Financial Management held 174,117 shares of iShares Top 20 U.S. Stocks ETF worth $5.73M as of Q2 2026.
Clear Creek Financial Management bought 70,197 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $2.28M.
iShares Top 20 U.S. Stocks ETF made up 0.37% of Clear Creek Financial Management's portfolio in Q2 2026, its #65 holding.
Clear Creek Financial Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.