MFG
ITOT icon

Merit Financial Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Merit Financial Group’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 		$16.6M Buy
101,296
+35
+0% +$5.55K 0.1% 174
2026
Q1 		$14.4M Sell
101,261
-2,688
-3% -$400K 0.11% 174
2025
Q4 		$15.5M Buy
103,949
+21,162
+26% +$3.12M 0.12% 142
2025
Q3 		$12.1M Buy
82,787
+809
+1% +$113K 0.11% 149
2025
Q2 		$11.1M Buy
81,978
+38,988
+91% +$4.87M 0.12% 133
2025
Q1 		$5.25M Buy
42,990
+6,870
+19% +$885K 0.08% 212
2024
Q4 		$4.65M Buy
36,120
+10,105
+39% +$1.31M 0.08% 197
2024
Q3 		$3.27M Sell
26,015
-16,155
-38% -$1.96M 0.07% 212
2024
Q2 		$5.01M Sell
42,170
-1,451
-3% -$167K 0.11% 142
2024
Q1 		$4.91M Sell
43,621
-413
-0.9% -$45.3K 0.12% 140
2023
Q4 		$4.63M Sell
44,034
-874
-2% -$85.7K 0.14% 105
2023
Q3 		$4.23M Sell
44,908
-1,830
-4% -$180K 0.14% 116
2023
Q2 		$4.57M Buy
46,738
+2,996
+7% +$277K 0.15% 105
2023
Q1 		$3.96M Sell
43,742
-1,932
-4% -$172K 0.14% 109
2022
Q4 		$3.87M Sell
45,674
-57,687
-56% -$4.92M 0.14% 108
2022
Q3 		$8.22M Sell
103,361
-139
-0.1% -$12.3K 0.36% 37
2022
Q2 		$8.67M Buy
+103,500
New +$9.43M 0.27% 52

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Merit Financial Group's ITOT Position: Q2 2026 in Review

Merit Financial Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.03% in Q2 2026, buying an estimated $5.55K and bringing the position to 101,296 shares worth $16.6M. The position accounts for 0.1% of the portfolio, ranked #174.

Merit Financial Group first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Merit Financial Group held 101,296 shares of iShares Core S&P Total US Stock Market ETF worth $16.6M as of Q2 2026.
  • Merit Financial Group bought 35 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.55K.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #174 holding.
  • Merit Financial Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.