Advyzon Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Advyzon Investment Management's ITOT Position: Q2 2026 in Review
Advyzon Investment Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.5% in Q2 2026, selling an estimated $90.2K and leaving 8,185 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #202.
Advyzon Investment Management first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Advyzon Investment Management held 8,185 shares of iShares Core S&P Total US Stock Market ETF worth $1.34M as of Q2 2026.
- Advyzon Investment Management sold 568 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $90.2K.
- iShares Core S&P Total US Stock Market ETF made up 0.1% of Advyzon Investment Management's portfolio in Q2 2026, its #202 holding.
- Advyzon Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 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 Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.