AAS
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Annex Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Annex Advisory Services’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 		$242K Buy
+1,476
New +$234K ﹤0.01% 324
2023
Q4 		– Sell
-6,054
Closed -$570K – 276
2023
Q3 		$570K Hold
6,054
– – 0.03% 138
2023
Q2 		$592K Buy
+6,054
New +$560K 0.03% 135

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

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. 349 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.
  • 349 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.