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

Merriman 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
2024
Q4 		$655K Sell
5,090
-3,162
-38% -$409K 0.03% 114
2024
Q3 		$1.04M Sell
8,252
-139
-2% -$16.8K 0.04% 98
2024
Q2 		$997K Sell
8,391
-363
-4% -$41.7K 0.04% 96
2024
Q1 		$1.01M Sell
8,754
-533
-6% -$58.5K 0.05% 92
2023
Q4 		$977K Sell
9,287
-406
-4% -$39.8K 0.05% 94
2023
Q3 		$914K Hold
9,693
– – 0.05% 86
2023
Q2 		$948K Sell
9,693
-3,170
-25% -$293K 0.05% 108
2023
Q1 		$1.16M Hold
12,863
– – 0.06% 81
2022
Q4 		$1.09M Buy
12,863
+523
+4% +$44.6K 0.06% 86
2022
Q3 		$982K Sell
12,340
-256
-2% -$22.6K 0.06% 65
2022
Q2 		$1.05M Buy
12,596
+164
+1% +$14.9K 0.07% 64
2022
Q1 		$1.25M Hold
12,432
– – 0.1% 69
2021
Q4 		$1.33M Hold
12,432
– – 0.1% 87
2021
Q3 		$1.22M Buy
12,432
+621
+5% +$62.8K 0.1% 94
2021
Q2 		$1.17M Hold
11,811
– – 0.1% 108
2021
Q1 		$1.08M Hold
11,811
– – 0.12% 96
2020
Q4 		$1.02M Hold
11,811
– – 0.11% 108
2020
Q3 		$892K Buy
11,811
+99
+0.8% +$7.39K 0.13% 90
2020
Q2 		$813K Sell
11,712
-3,670
-24% -$240K 0.13% 90
2020
Q1 		$880K Buy
+15,382
New +$1.06M 0.19% 68
2018
Q4 		– Sell
-13,503
Closed -$900K – 192
2018
Q3 		$900K Hold
13,503
– – 0.19% 86
2018
Q2 		$844K Hold
13,503
– – 0.19% 84
2018
Q1 		$816K Buy
13,503
+3,182
+31% +$199K 0.22% 92
2017
Q4 		$631K Buy
+10,321
New +$615K 0.15% 103
2017
Q2 		– Sell
-12,473
Closed -$674K – 131
2017
Q1 		$674K Buy
+12,473
New +$665K 0.16% 88

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Merriman Wealth Management's ITOT Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 38% in Q4 2024, selling an estimated $409K and leaving 5,090 shares worth $655K. The position accounts for 0.03% of the portfolio, ranked #114.

Merriman Wealth Management first reported a position in ITOT in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.33M in Q4 2021. 1,430 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Merriman Wealth Management held 5,090 shares of iShares Core S&P Total US Stock Market ETF worth $655K as of Q4 2024.
  • Merriman Wealth Management sold 3,162 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $409K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #114 holding.
  • Merriman Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and has held it in 25 quarters since.
  • Merriman Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.33M in Q4 2021.
  • 1,430 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.