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

Meridian Wealth Management’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
Q1 		$1.07M Buy
7,497
+29
+0.4% +$4.31K 0.04% 344
2025
Q4 		$1.11M Sell
7,468
-69
-0.9% -$10.2K 0.04% 330
2025
Q3 		$1.1M Buy
7,537
+4,087
+118% +$573K 0.04% 311
2025
Q2 		$466K Buy
3,450
+7
+0.2% +$873 0.02% 457
2025
Q1 		$420K Sell
3,443
-12
-0.3% -$1.55K 0.02% 447
2024
Q4 		$444K Buy
3,455
+36
+1% +$4.66K 0.02% 433
2024
Q3 		$430K Buy
+3,419
New +$414K 0.02% 443
2024
Q2 		– Sell
-3,314
Closed -$382K – 410
2024
Q1 		$382K Buy
3,314
+6
+0.2% +$658 0.06% 155
2023
Q4 		$348K Sell
3,308
-3,610
-52% -$354K 0.02% 462
2023
Q3 		$652K Buy
6,918
+4,309
+165% +$423K 0.04% 312
2023
Q2 		$255K Sell
2,609
-202
-7% -$18.7K 0.02% 469
2023
Q1 		$255K Sell
2,811
-14
-0.5% -$1.24K 0.02% 460
2022
Q4 		$240K Buy
2,825
+2
+0.1% +$171 0.02% 461
2022
Q3 		$225K Buy
2,823
+20
+0.7% +$1.77K 0.02% 434
2022
Q2 		$235K Buy
2,803
+170
+6% +$15.5K 0.02% 488
2022
Q1 		$266K Hold
2,633
– – 0.03% 332
2021
Q4 		$282K Buy
+2,633
New +$275K 0.03% 325

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Meridian Wealth Management's ITOT Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.39% in Q1 2026, buying an estimated $4.31K and bringing the position to 7,497 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #344.

Meridian Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.11M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Meridian Wealth Management held 7,497 shares of iShares Core S&P Total US Stock Market ETF worth $1.07M as of Q1 2026.
  • Meridian Wealth Management bought 29 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.31K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #344 holding.
  • Meridian Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
  • Meridian Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.11M 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 Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.