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

Clear Trail 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 Q2	$239K	Hold	1,453	–	–	0.04%	151
2026 Q1	$207K	Hold	1,453	–	–	0.03%	144
2025 Q4	$216K	Buy	+1,453	New	+$214K	0.05%	119

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 Trail Advisors's ITOT Position: Q2 2026 in Review

Clear Trail Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,453 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #151.

Clear Trail Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,707 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Clear Trail Advisors held 1,453 shares of iShares Core S&P Total US Stock Market ETF worth $239K as of Q2 2026.
Clear Trail Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Clear Trail Advisors's portfolio in Q2 2026, its #151 holding.
Clear Trail Advisors 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.
1,707 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.