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LGT Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-734
Closed -$107K – 312
2025
Q3 		$107K Sell
734
-11
-1% -$1.54K 0.23% 82
2025
Q2 		$101K Sell
745
-12
-2% -$1.5K 0.26% 72
2025
Q1 		$92.4K Buy
757
+710
+1,511% +$91.5K 0.28% 79
2024
Q4 		$6.04K Sell
47
-6
-11% -$777 0.01% 522
2024
Q3 		$6.66K Buy
+53
New +$6.42K 0.02% 479

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LGT Financial Advisors's ITOT Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 734 shares — an estimated $107K sold.

LGT Financial Advisors first reported a position in ITOT in Q3 2024 and held it in 5 quarters. The position peaked at $107K in Q3 2025. 1,642 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 734 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $107K.
  • LGT Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and held it in 5 quarters.
  • LGT Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $107K in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.