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Nicholson Meyer Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Nicholson Meyer Capital 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 		$3.82M Sell
23,285
-265
-1% -$42.1K 2.55% 13
2026
Q1 		$3.35M Sell
23,550
-1,694
-7% -$252K 2.57% 12
2025
Q4 		$3.75M Buy
25,244
+82
+0.3% +$12.1K 2.84% 11
2025
Q3 		$3.66M Sell
25,162
-346
-1% -$48.5K 2.82% 12
2025
Q2 		$3.44M Buy
25,508
+5,044
+25% +$629K 2.92% 12
2025
Q1 		$2.5M Buy
+20,464
New +$2.64M 2.3% 12

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Nicholson Meyer Capital Management's ITOT Position: Q2 2026 in Review

Nicholson Meyer Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, selling an estimated $42.1K and leaving 23,285 shares worth $3.82M. The position accounts for 2.55% of the portfolio, ranked #13.

Nicholson Meyer Capital Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Nicholson Meyer Capital Management held 23,285 shares of iShares Core S&P Total US Stock Market ETF worth $3.82M as of Q2 2026.
  • Nicholson Meyer Capital Management sold 265 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $42.1K.
  • iShares Core S&P Total US Stock Market ETF made up 2.55% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #13 holding.
  • Nicholson Meyer Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.