Meridian Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Meridian Management’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$104K	0.27%	50
2013 Q3	$407K	Hold	10,550	–	–	0.35%	49
2013 Q2	$407K	Buy	+10,550	New	+$407K	0.36%	48