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

Clearstead 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 		$12.8M Sell
77,979
-2,627
-3% -$417K 0.12% 149
2026
Q1 		$11.5M Buy
80,606
+1,191
+1% +$177K 0.1% 156
2025
Q4 		$11.8M Sell
79,415
-6,724
-8% -$992K 0.15% 122
2025
Q3 		$12.5M Sell
86,139
-1,358
-2% -$190K 0.16% 120
2025
Q2 		$11.8M Buy
87,497
+2,806
+3% +$350K 0.17% 117
2025
Q1 		$10.3M Buy
84,691
+1,740
+2% +$224K 0.16% 125
2024
Q4 		$10.7M Buy
82,951
+49
+0.1% +$6.34K 0.16% 127
2024
Q3 		$10.4M Sell
82,902
-673
-0.8% -$81.5K 0.16% 130
2024
Q2 		$9.93M Buy
83,575
+70,596
+544% +$8.1M 0.17% 124
2024
Q1 		$1.49M Sell
12,979
-1,935
-13% -$212K 0.07% 178
2023
Q4 		$1.57M Sell
14,914
-12,456
-46% -$1.22M 0.08% 169
2023
Q3 		$2.58M Buy
27,370
+13,560
+98% +$1.33M 0.07% 181
2023
Q2 		$1.35M Buy
13,810
+1,481
+12% +$137K 0.08% 172
2023
Q1 		$1.12M Buy
12,329
+445
+4% +$39.5K 0.08% 173
2022
Q4 		$1.01M Buy
11,884
+70
+0.6% +$5.97K 0.08% 170
2022
Q3 		$940K Buy
11,814
+308
+3% +$27.2K 0.09% 164
2022
Q2 		$964K Buy
11,506
+324
+3% +$29.5K 0.08% 178
2022
Q1 		$1.13M Sell
11,182
-122
-1% -$12.2K 0.08% 170
2021
Q4 		$1.21M Buy
11,304
+389
+4% +$40.7K 0.08% 164
2021
Q3 		$1.07M Sell
10,915
-152
-1% -$15.4K 0.08% 163
2021
Q2 		$1.09M Buy
11,067
+1,642
+17% +$158K 0.08% 158
2021
Q1 		$863K Buy
9,425
+455
+5% +$40.8K 0.07% 170
2020
Q4 		$773K Buy
8,970
+255
+3% +$20.7K 0.07% 172
2020
Q3 		$658K Buy
8,715
+1,669
+24% +$125K 0.07% 161
2020
Q2 		$489K Sell
7,046
-211
-3% -$13.8K 0.06% 177
2020
Q1 		$415K Buy
7,257
+991
+16% +$68K 0.06% 171
2019
Q4 		$455K Buy
6,266
+1,356
+28% +$94.4K 0.06% 184
2019
Q3 		$329K Hold
4,910
– – 0.04% 208
2019
Q2 		$327K Buy
4,910
+344
+8% +$22.5K 0.04% 207
2019
Q1 		$294K Buy
4,566
+21
+0.5% +$1.3K 0.04% 212
2018
Q4 		$258K Buy
4,545
+175
+4% +$10.8K 0.04% 216
2018
Q3 		$291K Buy
4,370
+18
+0.4% +$1.18K 0.04% 199
2018
Q2 		$272K Sell
4,352
-450
-9% -$28K 0.04% 200
2018
Q1 		$290K Buy
4,802
+20
+0.4% +$1.25K 0.04% 188
2017
Q4 		$292K Buy
4,782
+45
+0.9% +$2.68K 0.04% 184
2017
Q3 		$273K Buy
4,737
+21
+0.4% +$1.19K 0.04% 206
2017
Q2 		$261K Hold
4,716
– – 0.04% 204
2017
Q1 		$255K Buy
4,716
+19
+0.4% +$1.01K 0.04% 196
2016
Q4 		$241K Buy
+4,697
New +$235K 0.04% 189

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Clearstead Advisors's ITOT Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.3% in Q2 2026, selling an estimated $417K and leaving 77,979 shares worth $12.8M. The position accounts for 0.12% of the portfolio, ranked #149.

Clearstead Advisors first reported a position in ITOT in Q4 2016 and has held it in 39 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Clearstead Advisors held 77,979 shares of iShares Core S&P Total US Stock Market ETF worth $12.8M as of Q2 2026.
  • Clearstead Advisors sold 2,627 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $417K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Clearstead Advisors's portfolio in Q2 2026, its #149 holding.
  • Clearstead Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.