Excelsior Advisor Network’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Excelsior Advisor Network's ITOT Position: Q2 2026 in Review
Excelsior Advisor Network increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 30% in Q2 2026, buying an estimated $95.2K and bringing the position to 2,628 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #297.
Excelsior Advisor Network first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Excelsior Advisor Network held 2,628 shares of iShares Core S&P Total US Stock Market ETF worth $432K as of Q2 2026.
- Excelsior Advisor Network bought 600 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $95.2K.
- iShares Core S&P Total US Stock Market ETF made up 0.06% of Excelsior Advisor Network's portfolio in Q2 2026, its #297 holding.
- Excelsior Advisor Network first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.