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

Lowe 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
2025 Q3	$40.9K	Hold	281	–	–	0.01%	158
2025 Q2	$37.9K	Hold	281	–	–	0.01%	156
2025 Q1	$34.3K	Hold	281	–	–	0.01%	158
2024 Q4	$36.1K	Hold	281	–	–	0.02%	149
2024 Q3	$35.3K	Buy	281 +109	+63%	+$13.2K	0.02%	143
2024 Q2	$20.4K	Hold	172	–	–	0.01%	170
2024 Q1	$19.8K	Hold	172	–	–	0.01%	165
2023 Q4	$18.1K	Buy	172 +11	+7%	+$1.08K	0.01%	165
2023 Q3	$15.2K	Hold	161	–	–	0.01%	170
2023 Q2	$15.8K	Hold	161	–	–	0.01%	181
2023 Q1	$14.6K	Hold	161	–	–	0.01%	177
2022 Q4	$13.7K	Hold	161	–	–	0.01%	190
2022 Q3	$13K	Hold	161	–	–	0.01%	177
2022 Q2	$13K	Hold	161	–	–	0.01%	169
2022 Q1	$16K	Hold	161	–	–	0.01%	165
2021 Q4	$17K	Hold	161	–	–	0.01%	157
2021 Q3	$16K	Hold	161	–	–	0.01%	153
2021 Q2	$16K	Hold	161	–	–	0.01%	152
2021 Q1	$15K	Hold	161	–	–	0.01%	149
2020 Q4	$14K	Hold	161	–	–	0.01%	149
2020 Q3	$12K	Hold	161	–	–	0.01%	151
2020 Q2	$11K	Hold	161	–	–	0.01%	147
2020 Q1	$9K	Buy	161 +26	+19%	+$1.78K	0.01%	155
2019 Q4	$10K	Hold	135	–	–	0.01%	165
2019 Q3	$9K	Hold	135	–	–	0.01%	163
2019 Q2	$9K	Hold	135	–	–	0.01%	174
2019 Q1	$8K	Hold	135	–	–	﹤0.01%	159
2018 Q4	$8K	Hold	135	–	–	0.01%	149
2018 Q3	$9K	Hold	135	–	–	0.01%	154
2018 Q2	$8K	Hold	135	–	–	0.01%	156
2018 Q1	$8K	Hold	135	–	–	0.01%	164
2017 Q4	$8K	Hold	135	–	–	﹤0.01%	169
2017 Q3	$8K	Hold	135	–	–	0.01%	163
2017 Q2	$7K	Hold	135	–	–	﹤0.01%	145
2017 Q1	$7K	Hold	135	–	–	﹤0.01%	144
2016 Q4	$7K	Hold	135	–	–	﹤0.01%	149
2016 Q3	$7K	Buy	135 +65	+93%	+$3.21K	﹤0.01%	149
2016 Q2	$3K	Hold	70	–	–	﹤0.01%	181
2016 Q1	$3K	Hold	70	–	–	﹤0.01%	170
2015 Q4	$3K	Hold	70	–	–	﹤0.01%	183
2015 Q3	$3K	Hold	70	–	–	﹤0.01%	181
2015 Q2	$3K	Hold	70	–	–	﹤0.01%	181
2015 Q1	$3K	Hold	70	–	–	﹤0.01%	183
2014 Q4	$3K	Buy	+70	New	+$3.21K	﹤0.01%	165

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Lowe Wealth Advisors's ITOT Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2025 at 281 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #158.

Lowe Wealth Advisors first reported a position in ITOT in Q4 2014 and has held it in 44 quarters since. 1,521 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

Lowe Wealth Advisors held 281 shares of iShares Core S&P Total US Stock Market ETF worth $40.9K as of Q3 2025.
Lowe Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2025.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #158 holding.
Lowe Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 44 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.