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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $820K | Sell |
5,754
-117
| -2% | -$17.4K | 0.05% | 329 |
|
|
2025
Q4 | $873K | Buy |
5,871
+1,353
| +30% | +$200K | 0.05% | 307 |
|
|
2025
Q3 | $658K | Sell |
4,518
-413
| -8% | -$57.9K | 0.04% | 331 |
|
|
2025
Q2 | $666K | Sell |
4,931
-102
| -2% | -$12.7K | 0.05% | 298 |
|
|
2025
Q1 | $614K | Sell |
5,033
-151
| -3% | -$19.5K | 0.05% | 288 |
|
|
2024
Q4 | $667K | Sell |
5,184
-57,186
| -92% | -$7.4M | 0.05% | 280 |
|
|
2024
Q3 | $7.83M | Sell |
62,370
-140,721
| -69% | -$17M | 0.55% | 44 |
|
|
2024
Q2 | $24.1M | Buy |
203,091
+127
| +0.1% | +$14.6K | 1.57% | 7 |
|
|
2024
Q1 | $23.4M | Buy |
202,964
+5,684
| +3% | +$623K | 1.6% | 5 |
|
|
2023
Q4 | $20.8M | Sell |
197,280
-35,392
| -15% | -$3.47M | 1.57% | 5 |
|
|
2023
Q3 | $21.9M | Sell |
232,672
-924
| -0.4% | -$90.8K | 1.84% | 4 |
|
|
2023
Q2 | $22.9M | Sell |
233,596
-480
| -0.2% | -$44.4K | 1.92% | 4 |
|
|
2023
Q1 | $21.2M | Buy |
234,076
+16,090
| +7% | +$1.43M | 1.87% | 3 |
|
|
2022
Q4 | $18.5M | Buy |
217,986
+657
| +0.3% | +$56.1K | 1.79% | 2 |
|
|
2022
Q3 | $17.3M | Buy |
217,329
+68,226
| +46% | +$6.03M | 1.82% | 4 |
|
|
2022
Q2 | $12.5M | Buy |
149,103
+8,099
| +6% | +$738K | 1.3% | 13 |
|
|
2022
Q1 | $14.2M | Sell |
141,004
-876
| -0.6% | -$87.3K | 1.31% | 12 |
|
|
2021
Q4 | $15.2M | Buy |
141,880
+3,146
| +2% | +$329K | 1.34% | 11 |
|
|
2021
Q3 | $13.6M | Buy |
138,734
+5,792
| +4% | +$586K | 1.32% | 10 |
|
|
2021
Q2 | $13.1M | Buy |
+132,942
| New | +$12.8M | 1.32% | 10 |
|
|
2021
Q1 | – | Sell |
-178,248
| Closed | -$15.4M | – | 225 |
|
|
2020
Q4 | $15.4M | Buy |
+178,248
| New | +$14.4M | 1.74% | 6 |
|
|
2020
Q3 | – | Sell |
-128,724
| Closed | -$8.94M | – | 127 |
|
|
2020
Q2 | $8.94M | Buy |
+128,724
| New | +$8.41M | 1.64% | 11 |
|
|
2020
Q1 | – | Sell |
-4,059
| Closed | -$295K | – | 169 |
|
|
2019
Q4 | $295K | Buy |
4,059
+347
| +9% | +$24.1K | 0.05% | 263 |
|
|
2019
Q3 | $249K | Buy |
+3,712
| New | +$249K | 0.05% | 272 |
|
|
2015
Q4 | – | Sell |
-2,632
| Closed | -$115K | – | 575 |
|
|
2015
Q3 | $115K | Buy |
2,632
+18
| +0.7% | +$836 | 0.03% | 324 |
|
|
2015
Q2 | $123K | Buy |
2,614
+112
| +4% | +$5.39K | 0.03% | 308 |
|
|
2015
Q1 | $119K | Buy |
2,502
+114
| +5% | +$5.38K | 0.03% | 313 |
|
|
2014
Q4 | $112K | Buy |
2,388
+140
| +6% | +$6.42K | 0.03% | 289 |
|
|
2014
Q3 | $101K | Buy |
2,248
+446
| +25% | +$20.1K | 0.03% | 303 |
|
|
2014
Q2 | $81K | Buy |
1,802
+480
| +36% | +$20.9K | 0.03% | 310 |
|
|
2014
Q1 | $57K | Hold |
1,322
| – | – | 0.02% | 328 |
|
|
2013
Q4 | $56K | Buy |
1,322
+1,122
| +561% | +$45.5K | 0.03% | 276 |
|
|
2013
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 641 |
|
|
2013
Q2 | $7K | Buy |
+200
| New | +$7.35K | ﹤0.01% | 650 |
|
Other funds holding ITOT
FPAS
Regal Investment Advisors's ITOT Position: Q1 2026 in Review
Regal Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q1 2026, selling an estimated $17.4K and leaving 5,754 shares worth $820K. The position accounts for 0.05% of the portfolio, ranked #329.
Regal Investment Advisors first reported a position in ITOT in Q2 2013 and has held it in 34 quarters since. The position peaked at $24.1M in Q2 2024. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Regal Investment Advisors held 5,754 shares of iShares Core S&P Total US Stock Market ETF worth $820K as of Q1 2026.
- Regal Investment Advisors sold 117 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $17.4K.
- iShares Core S&P Total US Stock Market ETF made up 0.05% of Regal Investment Advisors's portfolio in Q1 2026, its #329 holding.
- Regal Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 34 quarters since.
- Regal Investment Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $24.1M in Q2 2024.
- 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.