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

Clear Point 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 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

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 Point Advisors's ITOT Position: Q1 2026 in Review

Clear Point Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 4,209 shares — an estimated $626K sold.

Clear Point Advisors first reported a position in ITOT in Q4 2023 and held it in 9 quarters. The position peaked at $717K in Q3 2024. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Clear Point Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 4,209 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $626K.
Clear Point Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $717K in Q3 2024.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.