Annex Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Annex Advisory Services's ITOT Position: Q2 2026 in Review
Annex Advisory Services opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,476 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in ITOT as recently as Q3 2023.
Annex Advisory Services first reported a position in ITOT in Q2 2023 and has held it in 3 quarters since. The position peaked at $592K in Q2 2023. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Annex Advisory Services held 1,476 shares of iShares Core S&P Total US Stock Market ETF worth $242K as of Q2 2026.
- iShares Core S&P Total US Stock Market ETF was a new Annex Advisory Services position in Q2 2026.
- iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #324 holding.
- Annex Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 3 quarters since.
- Annex Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $592K in Q2 2023.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.