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

Meritas Wealth Management’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 		$221K Buy
+1,345
New +$213K 0.09% 60

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Meritas Wealth Management's ITOT Position: Q2 2026 in Review

Meritas Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,345 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #60 among its holdings.

913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Meritas Wealth Management held 1,345 shares of iShares Core S&P Total US Stock Market ETF worth $221K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Meritas Wealth Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Meritas Wealth Management's portfolio in Q2 2026, its #60 holding.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.