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LRI Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

LRI Investments’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
Q2 		$218K Sell
1,329
-388
-23% -$61.6K 0.02% 304
2026
Q1 		$245K Sell
1,717
-388
-18% -$57.7K 0.02% 259
2025
Q4 		$313K Buy
2,105
+855
+68% +$126K 0.03% 223
2025
Q3 		$182K Sell
1,250
-386
-24% -$54.1K 0.01% 307
2025
Q2 		$221K Buy
1,636
+386
+31% +$48.2K 0.02% 266
2025
Q1 		$153K Hold
1,250
– – 0.01% 313
2024
Q4 		$161K Hold
1,250
– – 0.02% 318
2024
Q3 		$163K Hold
1,250
– – 0.02% 321
2024
Q2 		$148K Hold
1,250
– – 0.02% 308
2024
Q1 		$144K Buy
+1,250
New +$137K 0.04% 158

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

LRI Investments's ITOT Position: Q2 2026 in Review

LRI Investments reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 23% in Q2 2026, selling an estimated $61.6K and leaving 1,329 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #304.

LRI Investments first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $313K in Q4 2025. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • LRI Investments held 1,329 shares of iShares Core S&P Total US Stock Market ETF worth $218K as of Q2 2026.
  • LRI Investments sold 388 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $61.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #304 holding.
  • LRI Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's iShares Core S&P Total US Stock Market ETF position peaked at $313K in Q4 2025.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.