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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
3,450
+7
| +0.2% | +$945 | 0.02% | 457 |
|
|
2025
Q1 | $420K | Sell |
3,443
-12
| -0.3% | -$1.46K | 0.02% | 447 |
|
|
2024
Q4 | $444K | Buy |
3,455
+36
| +1% | +$4.63K | 0.02% | 433 |
|
|
2024
Q3 | $430K | Buy |
+3,419
| New | +$430K | 0.02% | 443 |
|
|
2024
Q2 | – | Sell |
-3,314
| Closed | -$382K | – | 409 |
|
|
2024
Q1 | $382K | Buy |
3,314
+6
| +0.2% | +$692 | 0.06% | 155 |
|
|
2023
Q4 | $348K | Sell |
3,308
-3,610
| -52% | -$380K | 0.02% | 462 |
|
|
2023
Q3 | $652K | Buy |
6,918
+4,309
| +165% | +$406K | 0.04% | 312 |
|
|
2023
Q2 | $255K | Sell |
2,609
-202
| -7% | -$19.8K | 0.02% | 469 |
|
|
2023
Q1 | $255K | Sell |
2,811
-14
| -0.5% | -$1.27K | 0.02% | 460 |
|
|
2022
Q4 | $240K | Buy |
2,825
+2
| +0.1% | +$170 | 0.02% | 461 |
|
|
2022
Q3 | $225K | Buy |
2,823
+20
| +0.7% | +$1.59K | 0.02% | 434 |
|
|
2022
Q2 | $235K | Buy |
2,803
+170
| +6% | +$14.3K | 0.02% | 488 |
|
|
2022
Q1 | $266K | Hold |
2,633
| – | – | 0.03% | 332 |
|
|
2021
Q4 | $282K | Buy |
+2,633
| New | +$282K | 0.03% | 325 |
|