LRPA
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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 $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

L. Roy Papp & Associates's ITOT Position: Q1 2026 in Review

L. Roy Papp & Associates sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2026, closing a stake of 2,488 shares — an estimated $370K sold.

L. Roy Papp & Associates first reported a position in ITOT in Q4 2023 and held it in 9 quarters. The position peaked at $437K in Q3 2025. 1,631 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • L. Roy Papp & Associates reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • L. Roy Papp & Associates sold 2,488 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $370K.
  • L. Roy Papp & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 9 quarters.
  • L. Roy Papp & Associates's iShares Core S&P Total US Stock Market ETF position peaked at $437K in Q3 2025.
  • 1,631 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on L. Roy Papp & Associates's 13F filing for Q1 2026, filed 14 Apr 2026.