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Regatta Research & Money Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Regatta Research & Money Management’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 		$64.5K Buy
+393
New +$62.4K 0.06% 228

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Regatta Research & Money Management's ITOT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 393 shares worth $64.5K. The stake represents 0.06% of the portfolio and ranks #228 among its holdings.

1,484 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Regatta Research & Money Management held 393 shares of iShares Core S&P Total US Stock Market ETF worth $64.5K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Regatta Research & Money Management's portfolio in Q2 2026, its #228 holding.
  • 1,484 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.