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Pacific Excel Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pacific Excel Wealth Advisors’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 		– Sell
-1,438
Closed -$205K – 284
2026
Q1 		$205K Buy
+1,438
New +$214K 0.22% 135

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Pacific Excel Wealth Advisors's ITOT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 1,438 shares — an estimated $205K sold.

Pacific Excel Wealth Advisors first reported a position in ITOT in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 1,438 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $205K.
  • Pacific Excel Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $205K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.