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

Regency Capital Management’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
Q1 		$2.4M Buy
16,833
+347
+2% +$51.6K 1.07% 30
2025
Q4 		$2.45M Buy
16,486
+4,285
+35% +$632K 1.02% 33
2025
Q3 		$1.78M Buy
12,201
+1,401
+13% +$196K 0.85% 32
2025
Q2 		$1.46M Buy
10,800
+115
+1% +$14.3K 0.77% 30
2025
Q1 		$1.3M Buy
10,685
+450
+4% +$58K 0.78% 27
2024
Q4 		$1.32M Sell
10,235
-14,148
-58% -$1.83M 0.71% 32
2024
Q3 		$3.06M Buy
24,383
+15,582
+177% +$1.89M 1.68% 23
2024
Q2 		$1.05M Sell
8,801
-2,195
-20% -$252K 0.67% 31
2024
Q1 		$1.27M Sell
10,996
-2,198
-17% -$241K 0.81% 30
2023
Q4 		$1.39M Sell
13,194
-473
-3% -$46.4K 0.93% 27
2023
Q3 		$1.29M Buy
13,667
+2,911
+27% +$286K 1.09% 25
2023
Q2 		$1.05M Sell
10,756
-630
-6% -$58.2K 0.91% 27
2023
Q1 		$1.03M Sell
11,386
-1,137
-9% -$101K 1.25% 21
2022
Q4 		$1.06M Buy
12,523
+5,277
+73% +$450K 1.22% 21
2022
Q3 		$576K Buy
7,246
+637
+10% +$56.3K 0.71% 29
2022
Q2 		$554K Buy
6,609
+377
+6% +$34.3K 0.6% 27
2022
Q1 		$629K Sell
6,232
-675
-10% -$67.3K 0.46% 43
2021
Q4 		$739K Buy
6,907
+1,110
+19% +$116K 0.47% 45
2021
Q3 		$570K Buy
5,797
+226
+4% +$22.9K 0.4% 44
2021
Q2 		$550K Buy
5,571
+4,656
+509% +$448K 0.42% 54
2021
Q1 		$84K Buy
+915
New +$82.1K 0.09% 84

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Regency Capital Management's ITOT Position: Q1 2026 in Review

Regency Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q1 2026, buying an estimated $51.6K and bringing the position to 16,833 shares worth $2.4M. The position accounts for 1.07% of the portfolio, ranked #30.

Regency Capital Management first reported a position in ITOT in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.06M in Q3 2024. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Regency Capital Management held 16,833 shares of iShares Core S&P Total US Stock Market ETF worth $2.4M as of Q1 2026.
  • Regency Capital Management bought 347 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $51.6K.
  • iShares Core S&P Total US Stock Market ETF made up 1.07% of Regency Capital Management's portfolio in Q1 2026, its #30 holding.
  • Regency Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Regency Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.06M in Q3 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 Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.