RCG
ITOT icon

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

Regatta Capital 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
2026
Q2 		$66M Buy
401,634
+12,142
+3% +$1.93M 8.87% 1
2026
Q1 		$55.5M Buy
389,492
+11,689
+3% +$1.74M 8.4% 1
2025
Q4 		$56.2M Buy
377,803
+739
+0.2% +$109K 8.48% 1
2025
Q3 		$54.9M Buy
377,064
+2,943
+0.8% +$413K 8.67% 1
2025
Q2 		$50.5M Sell
374,121
-4,529
-1% -$565K 8.67% 1
2025
Q1 		$46.2M Buy
378,650
+5,293
+1% +$682K 8.95% 2
2024
Q4 		$48M Buy
373,357
+9,936
+3% +$1.29M 9.31% 2
2024
Q3 		$45.7M Buy
363,421
+73,798
+25% +$8.93M 8.86% 2
2024
Q2 		$34.4M Buy
289,623
+12,775
+5% +$1.47M 7.41% 2
2024
Q1 		$31.9M Buy
276,848
+122,051
+79% +$13.4M 7.18% 2
2023
Q4 		$16.3M Buy
154,797
+113,437
+274% +$11.1M 4.28% 4
2023
Q3 		$3.9M Buy
41,360
+22,123
+115% +$2.17M 1.24% 16
2023
Q2 		$1.88M Sell
19,237
-8,810
-31% -$815K 0.6% 33
2023
Q1 		$2.38M Hold
28,047
– – 0.85% 25
2022
Q4 		$2.38M Buy
28,047
+6,642
+31% +$567K 0.85% 25
2022
Q3 		$1.79M Buy
21,405
+1,650
+8% +$146K 0.73% 32
2022
Q2 		$1.66M Sell
19,755
-317
-2% -$28.9K 0.79% 28
2022
Q1 		$2.03M Buy
20,072
+603
+3% +$60.1K 0.7% 32
2021
Q4 		$2.08M Buy
+19,469
New +$2.03M 0.73% 34

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Regatta Capital Group's ITOT Position: Q2 2026 in Review

Regatta Capital Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.1% in Q2 2026, buying an estimated $1.93M and bringing the position to 401,634 shares worth $66M. The position accounts for 8.87% of the portfolio, ranked #1.

Regatta Capital Group first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Regatta Capital Group held 401,634 shares of iShares Core S&P Total US Stock Market ETF worth $66M as of Q2 2026.
  • Regatta Capital Group bought 12,142 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.93M.
  • iShares Core S&P Total US Stock Market ETF made up 8.87% of Regatta Capital Group's portfolio in Q2 2026, its #1 holding.
  • Regatta Capital Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.