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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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. 1,714 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.
1,714 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.