Regal Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Sell |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $7.83M | Sell |
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|
2024
Q2 | $24.1M | Buy |
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|
2024
Q1 | $23.4M | Buy |
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|
2023
Q4 | $20.8M | Sell |
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|
2023
Q3 | $21.9M | Sell |
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|
2023
Q2 | $22.9M | Sell |
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|
2023
Q1 | $21.2M | Buy |
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|
2022
Q4 | $18.5M | Buy |
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|
2022
Q3 | $17.3M | Buy |
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|
2022
Q2 | $12.5M | Buy |
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|
2022
Q1 | $14.2M | Sell |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $15.4M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $8.94M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $295K | Buy |
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|
2019
Q3 | $249K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $115K | Buy |
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|
2015
Q2 | $123K | Buy |
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|
2015
Q1 | $119K | Buy |
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|
2014
Q4 | $112K | Buy |
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|
2014
Q3 | $101K | Buy |
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|
2014
Q2 | $81K | Buy |
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|
2014
Q1 | $57K | Hold |
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|
2013
Q4 | $56K | Buy |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $7K | Buy |
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