Merit Financial Group’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 | $11.1M | Buy |
81,978
+38,988
| +91% | +$5.26M | 0.12% | 133 |
|
|
2025
Q1 | $5.25M | Buy |
42,990
+6,870
| +19% | +$838K | 0.08% | 212 |
|
|
2024
Q4 | $4.65M | Buy |
36,120
+10,105
| +39% | +$1.3M | 0.08% | 197 |
|
|
2024
Q3 | $3.27M | Sell |
26,015
-16,155
| -38% | -$2.03M | 0.07% | 212 |
|
|
2024
Q2 | $5.01M | Sell |
42,170
-1,451
| -3% | -$172K | 0.11% | 142 |
|
|
2024
Q1 | $4.91M | Sell |
43,621
-413
| -0.9% | -$46.5K | 0.12% | 140 |
|
|
2023
Q4 | $4.63M | Sell |
44,034
-874
| -2% | -$92K | 0.14% | 105 |
|
|
2023
Q3 | $4.23M | Sell |
44,908
-1,830
| -4% | -$172K | 0.14% | 116 |
|
|
2023
Q2 | $4.57M | Buy |
46,738
+2,996
| +7% | +$293K | 0.15% | 105 |
|
|
2023
Q1 | $3.96M | Sell |
43,742
-1,932
| -4% | -$175K | 0.14% | 108 |
|
|
2022
Q4 | $3.87M | Sell |
45,674
-57,687
| -56% | -$4.89M | 0.14% | 107 |
|
|
2022
Q3 | $8.22M | Sell |
103,361
-139
| -0.1% | -$11.1K | 0.36% | 37 |
|
|
2022
Q2 | $8.67M | Buy |
+103,500
| New | +$8.67M | 0.27% | 50 |
|