Clifford Swan Investment Counsel’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Clifford Swan Investment Counsel’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	$1.49M	Sell	9,088 -63	-0.7%	-$10K	0.05%	164
2026 Q1	$1.3M	Hold	9,151	–	–	0.04%	163
2025 Q4	$1.36M	Hold	9,151	–	–	0.05%	168
2025 Q3	$1.33M	Buy	9,151 +1,295	+16%	+$182K	0.04%	169
2025 Q2	$1.06M	Hold	7,856	–	–	0.04%	172
2025 Q1	$959K	Hold	7,856	–	–	0.04%	178
2024 Q4	$1.01M	Buy	7,856 +173	+2%	+$22.4K	0.04%	174
2024 Q3	$965K	Hold	7,683	–	–	0.03%	183
2024 Q2	$913K	Hold	7,683	–	–	0.03%	179
2024 Q1	$886K	Hold	7,683	–	–	0.03%	180
2023 Q4	$808K	Hold	7,683	–	–	0.03%	185
2023 Q3	$724K	Hold	7,683	–	–	0.03%	189
2023 Q2	$752K	Hold	7,683	–	–	0.03%	190
2023 Q1	$696K	Hold	7,683	–	–	0.03%	186
2022 Q4	$652K	Hold	7,683	–	–	0.03%	190
2022 Q3	$611K	Hold	7,683	–	–	0.03%	195
2022 Q2	$644K	Hold	7,683	–	–	0.03%	202
2022 Q1	$776K	Hold	7,683	–	–	0.03%	200
2021 Q4	$822K	Hold	7,683	–	–	0.03%	200
2021 Q3	$810K	Hold	7,683	–	–	0.03%	200
2021 Q2	$773K	Hold	7,683	–	–	0.03%	198
2021 Q1	$704K	Hold	7,683	–	–	0.03%	203
2020 Q4	$662K	Sell	7,683 -2,631	-26%	-$213K	0.03%	204
2020 Q3	$779K	Hold	10,314	–	–	0.04%	187
2020 Q2	$716K	Hold	10,314	–	–	0.04%	183
2020 Q1	$590K	Hold	10,314	–	–	0.04%	187
2019 Q4	$750K	Hold	10,314	–	–	0.04%	187
2019 Q3	$692K	Hold	10,314	–	–	0.04%	183
2019 Q2	$687K	Hold	10,314	–	–	0.04%	183
2019 Q1	$664K	Buy	+10,314	New	+$640K	0.04%	186

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

Clifford Swan Investment Counsel's ITOT Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.69% in Q2 2026, selling an estimated $10K and leaving 9,088 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #164.

Clifford Swan Investment Counsel first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Clifford Swan Investment Counsel held 9,088 shares of iShares Core S&P Total US Stock Market ETF worth $1.49M as of Q2 2026.
Clifford Swan Investment Counsel sold 63 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #164 holding.
Clifford Swan Investment Counsel first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.