Regent Peak Wealth Advisors’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
$13.5M Buy
2025
Q1
$11.8M Sell
2024
Q4
$12.9M Sell
2024
Q3
$12.9M Sell
2024
Q2
$12.5M Sell
2024
Q1
$14M Sell
2023
Q4
$18.2M Sell
2023
Q3
$19.1M Buy
2023
Q2
$19.5M Sell
2023
Q1
$19M Sell
2022
Q4
$23.2M Buy
2022
Q3
$21.5M Sell
2022
Q2
$22.7M Buy
2022
Q1
$26M Sell
2021
Q4
$28.7M Sell
2021
Q3
$27.1M Sell
2021
Q2
$27.7M Buy
2021
Q1
$23.2M Buy
2020
Q4
$20.6M Sell
2020
Q3
$19.1M Sell
2020
Q2
$17.6M Buy
2020
Q1
$13.8M Buy
2019
Q4
$16.3M Buy