Regency Capital Management’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
Q3 | $1.78M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $3.06M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $739K | Buy |
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|
2021
Q3 | $570K | Buy |
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|
2021
Q2 | $550K | Buy |
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|
2021
Q1 | $84K | Buy |
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