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

McClarren Financial 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	$940K	Buy	5,720 +78	+1%	+$12.4K	0.49%	36
2026 Q1	$804K	Buy	5,642 +5,047	+848%	+$750K	0.48%	39
2025 Q4	$837K	Sell	595 -5,184	-90%	-$765K	0.5%	36
2025 Q3	$842K	Sell	5,779 -16	-0.3%	-$2.24K	0.51%	38
2025 Q2	$783K	Buy	5,795 +18	+0.3%	+$2.25K	0.51%	40
2025 Q1	$704K	Buy	+5,777	New	+$745K	0.47%	38
2024 Q4	–	Sell	-5,739	Closed	-$721K	–	256
2024 Q3	$721K	Buy	5,739 +5,383	+1,512%	+$652K	0.09%	45
2024 Q2	$679K	Sell	356 -6,251	-95%	-$717K	0.47%	39
2024 Q1	$762K	Buy	6,607 +16	+0.2%	+$1.75K	0.55%	34
2023 Q4	$694K	Buy	6,591 +958	+17%	+$93.9K	0.53%	32
2023 Q3	$530K	Sell	5,633 -339	-6%	-$33.3K	0.46%	36
2023 Q2	$584K	Buy	5,972 +18	+0.3%	+$1.66K	0.48%	35
2023 Q1	$537K	Buy	5,954 +23	+0.4%	+$2.04K	0.49%	38
2022 Q4	$502K	Buy	5,931 +28	+0.5%	+$2.39K	0.48%	38
2022 Q3	$469K	Buy	5,903 +658	+13%	+$58.2K	0.47%	33
2022 Q2	$439K	Sell	5,245 -608	-10%	-$55.4K	1.41%	20
2022 Q1	$590K	Buy	5,853 +18	+0.3%	+$1.79K	0.43%	35
2021 Q4	$625K	Buy	5,835 +21	+0.4%	+$2.19K	0.43%	34
2021 Q3	$572K	Buy	5,814 +22	+0.4%	+$2.23K	0.45%	31
2021 Q2	$572K	Buy	5,792 +13	+0.2%	+$1.25K	0.46%	30
2021 Q1	$529K	Buy	5,779 +19	+0.3%	+$1.7K	0.47%	30
2020 Q4	$496K	Buy	+5,760	New	+$467K	0.48%	30

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

McClarren Financial Advisors's ITOT Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, buying an estimated $12.4K and bringing the position to 5,720 shares worth $940K. The position accounts for 0.49% of the portfolio, ranked #36.

McClarren Financial Advisors first reported a position in ITOT in Q4 2020 and has held it in 22 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

McClarren Financial Advisors held 5,720 shares of iShares Core S&P Total US Stock Market ETF worth $940K as of Q2 2026.
McClarren Financial Advisors bought 78 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $12.4K.
iShares Core S&P Total US Stock Market ETF made up 0.49% of McClarren Financial Advisors's portfolio in Q2 2026, its #36 holding.
McClarren Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.