Meridian Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Hold |
8,100
| – | – | 0.29% | 53 |
|
|
2025
Q4 | $1.2M | Hold |
8,100
| – | – | 0.3% | 49 |
|
|
2025
Q3 | $1.18M | Hold |
8,100
| – | – | 0.32% | 49 |
|
|
2025
Q2 | $1.12M | Hold |
8,100
| – | – | 0.31% | 46 |
|
|
2025
Q1 | $988K | Hold |
8,100
| – | – | 0.31% | 43 |
|
|
2024
Q4 | $1.04M | Hold |
8,100
| – | – | 0.27% | 49 |
|
|
2024
Q3 | $1.02M | Hold |
8,100
| – | – | 0.26% | 48 |
|
|
2024
Q2 | $962K | Hold |
8,100
| – | – | 0.26% | 51 |
|
|
2024
Q1 | $934K | Hold |
8,100
| – | – | 0.26% | 51 |
|
|
2023
Q4 | $894K | Hold |
8,100
| – | – | 0.25% | 50 |
|
|
2023
Q3 | $763K | Hold |
8,100
| – | – | 0.25% | 53 |
|
|
2023
Q2 | $793K | Hold |
8,100
| – | – | 0.25% | 52 |
|
|
2023
Q1 | $733K | Hold |
8,100
| – | – | 0.24% | 50 |
|
|
2022
Q4 | $687K | Hold |
8,100
| – | – | 0.25% | 50 |
|
|
2022
Q3 | $644K | Hold |
8,100
| – | – | 0.26% | 47 |
|
|
2022
Q2 | $679K | Hold |
8,100
| – | – | 0.26% | 46 |
|
|
2022
Q1 | $818K | Hold |
8,100
| – | – | 0.26% | 51 |
|
|
2021
Q4 | $867K | Hold |
8,100
| – | – | 0.25% | 51 |
|
|
2021
Q3 | $797K | Hold |
8,100
| – | – | 0.24% | 50 |
|
|
2021
Q2 | $800K | Hold |
8,100
| – | – | 0.24% | 53 |
|
|
2021
Q1 | $742K | Hold |
8,100
| – | – | 0.23% | 53 |
|
|
2020
Q4 | $698K | Hold |
8,100
| – | – | 0.22% | 50 |
|
|
2020
Q3 | $611K | Hold |
8,100
| – | – | 0.23% | 50 |
|
|
2020
Q2 | $562K | Hold |
8,100
| – | – | 0.23% | 51 |
|
|
2020
Q1 | $463K | Hold |
8,100
| – | – | 0.22% | 52 |
|
|
2019
Q4 | $589K | Hold |
8,100
| – | – | 0.24% | 51 |
|
|
2019
Q3 | $543K | Hold |
8,100
| – | – | 0.24% | 49 |
|
|
2019
Q2 | $540K | Hold |
8,100
| – | – | 0.24% | 49 |
|
|
2019
Q1 | $522K | Hold |
8,100
| – | – | 0.26% | 49 |
|
|
2018
Q4 | $460K | Hold |
8,100
| – | – | 0.23% | 55 |
|
|
2018
Q3 | $540K | Hold |
8,100
| – | – | 0.24% | 58 |
|
|
2018
Q2 | $506K | Hold |
8,100
| – | – | 0.23% | 60 |
|
|
2018
Q1 | $490K | Hold |
8,100
| – | – | 0.23% | 57 |
|
|
2017
Q4 | $495K | Hold |
8,100
| – | – | 0.23% | 58 |
|
|
2017
Q3 | $467K | Hold |
8,100
| – | – | 0.23% | 55 |
|
|
2017
Q2 | $449K | Hold |
8,100
| – | – | 0.24% | 52 |
|
|
2017
Q1 | $438K | Hold |
8,100
| – | – | 0.25% | 49 |
|
|
2016
Q4 | $415K | Hold |
8,100
| – | – | 0.25% | 51 |
|
|
2016
Q3 | $401K | Hold |
8,100
| – | – | 0.23% | 51 |
|
|
2016
Q2 | $386K | Hold |
8,100
| – | – | 0.23% | 50 |
|
|
2016
Q1 | $378K | Hold |
8,100
| – | – | 0.23% | 53 |
|
|
2015
Q4 | $376K | Hold |
8,100
| – | – | 0.24% | 52 |
|
|
2015
Q3 | $355K | Hold |
8,100
| – | – | 0.23% | 54 |
|
|
2015
Q2 | $383K | Hold |
8,100
| – | – | 0.23% | 54 |
|
|
2015
Q1 | $384K | Hold |
8,100
| – | – | 0.27% | 49 |
|
|
2014
Q4 | $380K | Hold |
8,100
| – | – | 0.28% | 51 |
|
|
2014
Q3 | $363K | Hold |
8,100
| – | – | 0.28% | 50 |
|
|
2014
Q2 | $363K | Hold |
8,100
| – | – | 0.27% | 51 |
|
|
2014
Q1 | $347K | Hold |
8,100
| – | – | 0.27% | 50 |
|
|
2013
Q4 | $343K | Sell |
8,100
-2,450
| -23% | -$99.4K | 0.27% | 50 |
|
|
2013
Q3 | $407K | Hold |
10,550
| – | – | 0.35% | 49 |
|
|
2013
Q2 | $407K | Buy |
+10,550
| New | +$388K | 0.36% | 48 |
|
Other funds holding ITOT
FPAS
Meridian Management's ITOT Position: Q1 2026 in Review
Meridian Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2026 at 8,100 shares worth $1.15M. The position accounts for 0.29% of the portfolio, ranked #53.
Meridian Management first reported a position in ITOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.2M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Meridian Management held 8,100 shares of iShares Core S&P Total US Stock Market ETF worth $1.15M as of Q1 2026.
- Meridian Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.29% of Meridian Management's portfolio in Q1 2026, its #53 holding.
- Meridian Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- Meridian Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.2M in Q4 2025.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.