LWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
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%	+$13.7K	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%	+$1.16K	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%	+$1.45K	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 +100	+286%	+$5.19K	﹤0.01%	149
2016 Q2	$3K	Hold	35	–	–	﹤0.01%	181
2016 Q1	$3K	Hold	35	–	–	﹤0.01%	170
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	183
2015 Q3	$3K	Hold	35	–	–	﹤0.01%	181
2015 Q2	$3K	Hold	35	–	–	﹤0.01%	181
2015 Q1	$3K	Hold	35	–	–	﹤0.01%	183
2014 Q4	$3K	Buy	+35	New	+$3K	﹤0.01%	165