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