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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
10,483
-997
| -9% | -$135K | 0.21% | 38 |
|
|
2025
Q1 | $1.4M | Buy |
11,480
+102
| +0.9% | +$12.4K | 0.22% | 36 |
|
|
2024
Q4 | $1.46M | Sell |
11,378
-40
| -0.4% | -$5.15K | 0.22% | 37 |
|
|
2024
Q3 | $1.43M | Sell |
11,418
-328
| -3% | -$41.2K | 0.22% | 37 |
|
|
2024
Q2 | $1.4M | Sell |
11,746
-273
| -2% | -$32.4K | 0.25% | 34 |
|
|
2024
Q1 | $1.39M | Sell |
12,019
-425
| -3% | -$49K | 0.25% | 34 |
|
|
2023
Q4 | $1.31M | Sell |
12,444
-150
| -1% | -$15.8K | 0.25% | 34 |
|
|
2023
Q3 | $1.19M | Sell |
12,594
-266
| -2% | -$25.1K | 0.25% | 32 |
|
|
2023
Q2 | $1.26M | Sell |
12,860
-20
| -0.2% | -$1.96K | 0.26% | 28 |
|
|
2023
Q1 | $1.17M | Sell |
12,880
-382
| -3% | -$34.6K | 0.25% | 30 |
|
|
2022
Q4 | $1.12M | Hold |
13,262
| – | – | 0.26% | 29 |
|
|
2022
Q3 | $1.06M | Sell |
13,262
-498
| -4% | -$39.6K | 0.26% | 29 |
|
|
2022
Q2 | $1.15M | Sell |
13,760
-16
| -0.1% | -$1.34K | 0.27% | 28 |
|
|
2022
Q1 | $1.39M | Sell |
13,776
-11
| -0.1% | -$1.11K | 0.29% | 29 |
|
|
2021
Q4 | $1.48M | Buy |
13,787
+11
| +0.1% | +$1.18K | 0.3% | 27 |
|
|
2021
Q3 | $1.36M | Sell |
13,776
-33
| -0.2% | -$3.25K | 0.29% | 27 |
|
|
2021
Q2 | $1.36M | Buy |
13,809
+33
| +0.2% | +$3.26K | 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% | +$528 | 0.52% | 18 |
|
|
2020
Q2 | $956K | Hold |
13,769
| – | – | 0.51% | 19 |
|
|
2020
Q1 | $788K | Buy |
+13,769
| New | +$788K | 0.47% | 22 |
|