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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
Q2 		$1.57M Hold
9,531
– – 0.19% 36
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Meridian Wealth Partners's ITOT Position: Q2 2026 in Review

Meridian Wealth Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 9,531 shares worth $1.57M. 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 26 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Meridian Wealth Partners held 9,531 shares of iShares Core S&P Total US Stock Market ETF worth $1.57M as of Q2 2026.
  • Meridian Wealth Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.19% of Meridian Wealth Partners's portfolio in Q2 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 26 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.