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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$690K Buy
+4,203
New +$667K 0.61% 43
2026
Q1
Sell
-4,209
Closed -$626K 102
2025
Q4
$626K Sell
4,209
-686
-14% -$101K 0.49% 60
2025
Q3
$713K Sell
4,895
-44
-0.9% -$6.17K 0.55% 54
2025
Q2
$667K Sell
4,939
-92
-2% -$11.5K 0.56% 51
2025
Q1
$614K Sell
5,031
-142
-3% -$18.3K 0.55% 52
2024
Q4
$665K Sell
5,173
-533
-9% -$69K 0.57% 48
2024
Q3
$717K Buy
5,706
+328
+6% +$39.7K 0.55% 46
2024
Q2
$639K Sell
5,378
-418
-7% -$48K 0.52% 50
2024
Q1
$668K Buy
5,796
+24
+0.4% +$2.63K 0.55% 50
2023
Q4
$610K Buy
+5,772
New +$566K 0.54% 49

Other funds holding ITOT

Clear Point Advisors's ITOT Position: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 4,203 shares worth $690K. The stake represents 0.61% of the portfolio and ranks #43 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in ITOT as recently as Q4 2025.

Clear Point Advisors first reported a position in ITOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $717K in Q3 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Clear Point Advisors held 4,203 shares of iShares Core S&P Total US Stock Market ETF worth $690K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Clear Point Advisors position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.61% of Clear Point Advisors's portfolio in Q2 2026, its #43 holding.
  • Clear Point Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Clear Point Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $717K in Q3 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.