LRPA
ITOT icon

L. Roy Papp & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

L. Roy Papp & Associates’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
Q1 		– Sell
-2,488
Closed -$370K – 188
2025
Q4 		$370K Sell
2,488
-510
-17% -$75.3K 0.04% 144
2025
Q3 		$437K Hold
2,998
– – 0.05% 137
2025
Q2 		$405K Buy
2,998
+175
+6% +$21.8K 0.05% 135
2025
Q1 		$344K Sell
2,823
-5
-0.2% -$644 0.04% 143
2024
Q4 		$364K Sell
2,828
-100
-3% -$12.9K 0.04% 139
2024
Q3 		$368K Sell
2,928
-85
-3% -$10.3K 0.04% 138
2024
Q2 		$358K Hold
3,013
– – 0.04% 136
2024
Q1 		$347K Hold
3,013
– – 0.04% 138
2023
Q4 		$317K Buy
+3,013
New +$295K 0.04% 143

Other funds holding ITOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return