Meridian Wealth Partners’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 | $1.44M | Sell |
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|
2025
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.15M | Sell |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.26M | Hold |
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|
2020
Q4 | $1.19M | Hold |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $956K | Hold |
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|
2020
Q1 | $788K | Buy |
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