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

Meridian Wealth Partners’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	$1.36M	Sell	9,531 -30	-0.3%	-$4.46K	0.19%	36
2025 Q4	$1.42M	Sell	9,561 -357	-4%	-$52.7K	0.2%	35
2025 Q3	$1.44M	Sell	9,918 -565	-5%	-$79.2K	0.2%	36
2025 Q2	$1.42M	Sell	10,483 -997	-9%	-$124K	0.21%	38
2025 Q1	$1.4M	Buy	11,480 +102	+0.9%	+$13.1K	0.22%	36
2024 Q4	$1.46M	Sell	11,378 -40	-0.4%	-$5.18K	0.22%	37
2024 Q3	$1.43M	Sell	11,418 -328	-3%	-$39.7K	0.22%	37
2024 Q2	$1.4M	Sell	11,746 -273	-2%	-$31.3K	0.25%	34
2024 Q1	$1.39M	Sell	12,019 -425	-3%	-$46.6K	0.25%	34
2023 Q4	$1.31M	Sell	12,444 -150	-1%	-$14.7K	0.25%	34
2023 Q3	$1.19M	Sell	12,594 -266	-2%	-$26.1K	0.25%	32
2023 Q2	$1.26M	Sell	12,860 -20	-0.2%	-$1.85K	0.26%	28
2023 Q1	$1.17M	Sell	12,880 -382	-3%	-$33.9K	0.25%	30
2022 Q4	$1.12M	Hold	13,262	–	–	0.26%	29
2022 Q3	$1.05M	Sell	13,262 -498	-4%	-$44K	0.26%	29
2022 Q2	$1.15M	Sell	13,760 -16	-0.1%	-$1.46K	0.27%	28
2022 Q1	$1.39M	Sell	13,776 -11	-0.1%	-$1.1K	0.29%	29
2021 Q4	$1.48M	Buy	13,787 +11	+0.1%	+$1.15K	0.3%	27
2021 Q3	$1.35M	Sell	13,776 -33	-0.2%	-$3.34K	0.29%	27
2021 Q2	$1.36M	Buy	13,809 +33	+0.2%	+$3.17K	0.32%	25
2021 Q1	$1.26M	Hold	13,776	–	–	0.38%	24
2020 Q4	$1.19M	Hold	13,776	–	–	0.49%	19
2020 Q3	$1.04M	Buy	13,776 +7	+0.1%	+$522	0.52%	18
2020 Q2	$956K	Hold	13,769	–	–	0.51%	19
2020 Q1	$788K	Buy	+13,769	New	+$945K	0.47%	22

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Partners's ITOT Position: Q1 2026 in Review

Meridian Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.31% in Q1 2026, selling an estimated $4.46K and leaving 9,531 shares worth $1.36M. The position accounts for 0.19% of the portfolio, ranked #36.

Meridian Wealth Partners first reported a position in ITOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.48M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Meridian Wealth Partners held 9,531 shares of iShares Core S&P Total US Stock Market ETF worth $1.36M as of Q1 2026.
Meridian Wealth Partners sold 30 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $4.46K.
iShares Core S&P Total US Stock Market ETF made up 0.19% of Meridian Wealth Partners's portfolio in Q1 2026, its #36 holding.
Meridian Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
Meridian Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.48M in Q4 2021.
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 Partners's 13F filing for Q1 2026, filed 14 May 2026.