Meeder Advisory Services’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
Q1
Sell
-2,176
Closed -$280K 582
2024
Q4
$280K Sell
2,176
-68
-3% -$8.8K 0.02% 464
2024
Q3
$282K Buy
2,244
+309
+16% +$37.4K 0.02% 449
2024
Q2
$230K Buy
+1,935
New +$222K 0.02% 461
2024
Q1
Sell
-3,667
Closed -$386K 452
2023
Q4
$386K Buy
+3,667
New +$359K 0.04% 304

Other funds holding ITOT

Meeder Advisory Services's ITOT Position: Q1 2025 in Review

Meeder Advisory Services sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2025, closing a stake of 2,176 shares — an estimated $280K sold.

Meeder Advisory Services first reported a position in ITOT in Q4 2023 and held it in 4 quarters. The position peaked at $386K in Q4 2023. 1,427 funds tracked by Wall St. Rank hold ITOT as of Q1 2025.

  • Meeder Advisory Services reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Meeder Advisory Services sold 2,176 iShares Core S&P Total US Stock Market ETF shares in Q1 2025, an estimated $280K.
  • Meeder Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and held it in 4 quarters.
  • Meeder Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $386K in Q4 2023.
  • 1,427 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2025.

Based on Meeder Advisory Services's 13F filing for Q1 2025, filed 7 May 2025.