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Regal Wealth Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Regal Wealth Group’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
2021
Q2 		– Sell
-215
Closed -$20K – 151
2021
Q1 		$20K Hold
215
– – 0.01% 144
2020
Q4 		$19K Sell
215
-135
-39% -$10.9K 0.01% 136
2020
Q3 		$26K Buy
350
+2
+0.6% +$149 0.02% 113
2020
Q2 		$24K Buy
348
+1
+0.3% +$65 0.02% 112
2020
Q1 		$20K Buy
347
+2
+0.6% +$137 0.02% 102
2019
Q4 		$25K Buy
345
+3
+0.9% +$209 0.02% 114
2019
Q3 		$23K Sell
342
-3,447
-91% -$231K 0.02% 103
2019
Q2 		$252K Buy
3,789
+43
+1% +$2.82K 0.17% 36
2019
Q1 		$241K Buy
3,746
+1,419
+61% +$88K 0.17% 35
2018
Q4 		$132K Sell
2,327
-1,388
-37% -$85.3K 0.12% 47
2018
Q3 		$248K Buy
3,715
+2,942
+381% +$193K 0.17% 35
2018
Q2 		$48K Sell
773
-3,365
-81% -$209K 0.05% 77
2018
Q1 		$250K Sell
4,138
-98
-2% -$6.12K 0.19% 37
2017
Q4 		$259K Buy
4,236
+569
+16% +$33.9K 0.18% 36
2017
Q3 		$211K Buy
3,667
+86
+2% +$4.85K 0.16% 40
2017
Q2 		$198K Buy
3,581
+215
+6% +$11.8K 0.15% 41
2017
Q1 		$182K Sell
3,366
-368
-10% -$19.6K 0.14% 44
2016
Q4 		$192K Buy
3,734
+3,379
+952% +$169K 0.16% 42
2016
Q3 		$18K Buy
355
+1
+0.3% +$49 0.02% 100
2016
Q2 		$17K Sell
354
-10
-3% -$472 0.02% 99
2016
Q1 		$17K Hold
364
– – 0.02% 98
2015
Q4 		$17K Buy
+364
New +$17.1K 0.02% 97

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Wealth Group's ITOT Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2021, closing a stake of 215 shares — an estimated $20K sold.

Regal Wealth Group first reported a position in ITOT in Q4 2015 and held it in 22 quarters. The position peaked at $259K in Q4 2017. 861 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 215 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $20K.
  • Regal Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $259K in Q4 2017.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.