Regent Peak Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Regent Peak Wealth Advisors’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	$13.1M	Sell	79,574 -3,862	-5%	-$613K	2.42%	12
2026 Q1	$11.9M	Sell	83,436 -7,790	-9%	-$1.16M	2.42%	13
2025 Q4	$13.6M	Sell	91,226 -1,562	-2%	-$231K	2.67%	11
2025 Q3	$13.5M	Buy	+92,788	New	+$13M	2.71%	12
2025 Q1	$11.8M	Sell	96,312 -4,150	-4%	-$535K	2.77%	10
2024 Q4	$12.9M	Sell	100,462 -2,117	-2%	-$274K	2.9%	11
2024 Q3	$12.9M	Sell	102,579 -2,708	-3%	-$328K	2.96%	8
2024 Q2	$12.5M	Sell	105,287 -15,793	-13%	-$1.81M	2.86%	10
2024 Q1	$14M	Sell	121,080 -51,540	-30%	-$5.65M	3.55%	7
2023 Q4	$18.2M	Sell	172,620 -30,385	-15%	-$2.98M	4.93%	4
2023 Q3	$19.1M	Buy	203,005 +4,087	+2%	+$402K	5.84%	2
2023 Q2	$19.5M	Sell	198,918 -10,449	-5%	-$966K	5.67%	3
2023 Q1	$19M	Sell	209,367 -63,658	-23%	-$5.65M	5.87%	2
2022 Q4	$23.2M	Buy	273,025 +2,757	+1%	+$235K	7.59%	2
2022 Q3	$21.5M	Sell	270,268 -1,180	-0.4%	-$104K	7.56%	2
2022 Q2	$22.7M	Buy	271,448 +13,643	+5%	+$1.24M	7.43%	2
2022 Q1	$26M	Sell	257,805 -10,711	-4%	-$1.07M	7.47%	2
2021 Q4	$28.7M	Sell	268,516 -6,538	-2%	-$683K	7.81%	2
2021 Q3	$27.1M	Sell	275,054 -864	-0.3%	-$87.4K	7.75%	2
2021 Q2	$27.7M	Buy	275,918 +23,016	+9%	+$2.21M	7.76%	2
2021 Q1	$23.2M	Buy	252,902 +13,477	+6%	+$1.21M	7.61%	2
2020 Q4	$20.6M	Sell	239,425 -13,528	-5%	-$1.1M	6.88%	2
2020 Q3	$19.1M	Sell	252,953 -723	-0.3%	-$54K	8.13%	2
2020 Q2	$17.6M	Buy	253,676 +11,653	+5%	+$762K	7.99%	2
2020 Q1	$13.8M	Buy	242,023 +17,425	+8%	+$1.2M	7.71%	2
2019 Q4	$16.3M	Buy	+224,598	New	+$15.6M	7.45%	3

Other funds holding ITOT

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Regent Peak Wealth Advisors's ITOT Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.6% in Q2 2026, selling an estimated $613K and leaving 79,574 shares worth $13.1M. The position accounts for 2.42% of the portfolio, ranked #12.

Regent Peak Wealth Advisors first reported a position in ITOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.7M in Q4 2021. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Regent Peak Wealth Advisors held 79,574 shares of iShares Core S&P Total US Stock Market ETF worth $13.1M as of Q2 2026.
Regent Peak Wealth Advisors sold 3,862 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $613K.
iShares Core S&P Total US Stock Market ETF made up 2.42% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Regent Peak Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
Regent Peak Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $28.7M in Q4 2021.
349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.