Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Buy |
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|
2025
Q2 | $466K | Buy |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $444K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $282K | Buy |
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