6 Meridian’s iShares Core S&P 500 ETF IVV Stock Holding History

6 Meridian’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-38,986	Closed	-$10.1M	–	404
2020 Q1	$10.1M	Buy	+38,986	New	+$11.9M	1.06%	26

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

6 Meridian's IVV Position: Q2 2020 in Review

6 Meridian sold out of iShares Core S&P 500 ETF (IVV) in Q2 2020, closing a stake of 38,986 shares — an estimated $10.1M sold.

6 Meridian first reported a position in IVV in Q1 2020 and held it in 1 quarter. The position peaked at $10.1M in Q1 2020. 1,895 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

6 Meridian reported no remaining iShares Core S&P 500 ETF position as of Q2 2020 after selling out during the quarter.
6 Meridian sold 38,986 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $10.1M.
6 Meridian first reported a position in iShares Core S&P 500 ETF in Q1 2020 and held it in 1 quarter.
6 Meridian's iShares Core S&P 500 ETF position peaked at $10.1M in Q1 2020.
1,895 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

Based on 6 Meridian's 13F filing for Q2 2020, filed 9 Jul 2020.