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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
Q2 		$2.63M Sell
16,028
-805
-5% -$128K 1.05% 32
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 $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

Regency Capital Management's ITOT Position: Q2 2026 in Review

Regency Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.8% in Q2 2026, selling an estimated $128K and leaving 16,028 shares worth $2.63M. The position accounts for 1.05% of the portfolio, ranked #32.

Regency Capital Management first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.06M in Q3 2024. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Regency Capital Management held 16,028 shares of iShares Core S&P Total US Stock Market ETF worth $2.63M as of Q2 2026.
  • Regency Capital Management sold 805 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $128K.
  • iShares Core S&P Total US Stock Market ETF made up 1.05% of Regency Capital Management's portfolio in Q2 2026, its #32 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 22 quarters since.
  • Regency Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.06M in Q3 2024.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Regency Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.