Annex Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
Annex Advisory Services's ITOT Position: Q3 2026 in Review
Annex Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3% in Q3 2026, buying an estimated $7.32K and bringing the position to 1,520 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #347.
Annex Advisory Services first reported a position in ITOT in Q2 2023 and has held it in 4 quarters since. The position peaked at $592K in Q2 2023. 1,263 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.
- Annex Advisory Services held 1,520 shares of iShares Core S&P Total US Stock Market ETF worth $253K as of Q3 2026.
- Annex Advisory Services bought 44 iShares Core S&P Total US Stock Market ETF shares in Q3 2026, an estimated $7.32K.
- iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #347 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 4 quarters since.
- Annex Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $592K in Q2 2023.
- 1,263 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.
Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.