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

Clear Retirement Advice’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	$14.9M	Buy	90,621 +7,118	+9%	+$1.13M	10.19%	3
2026 Q1	$11.9M	Buy	83,503 +1,497	+2%	+$223K	9.34%	3
2025 Q4	$12.3M	Buy	+82,006	New	+$12.1M	9.56%	3

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Clear Retirement Advice's ITOT Position: Q2 2026 in Review

Clear Retirement Advice increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.5% in Q2 2026, buying an estimated $1.13M and bringing the position to 90,621 shares worth $14.9M. The position accounts for 10.19% of the portfolio, ranked #3.

Clear Retirement Advice first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Clear Retirement Advice held 90,621 shares of iShares Core S&P Total US Stock Market ETF worth $14.9M as of Q2 2026.
Clear Retirement Advice bought 7,118 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.13M.
iShares Core S&P Total US Stock Market ETF made up 10.19% of Clear Retirement Advice's portfolio in Q2 2026, its #3 holding.
Clear Retirement Advice 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.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.