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	-$721	–	256
2024 Q3	$721	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

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 643 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.
643 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.