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

Meridian Financial Partners’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
2026
Q2 		$8.8M Sell
11,610
-123
-1% -$89.6K 3% 8
2026
Q1 		$7.77M Buy
11,733
+951
+9% +$649K 2.95% 8
2025
Q4 		$7.42M Sell
10,782
-82
-0.8% -$55.7K 2.94% 7
2025
Q3 		$7.35M Sell
10,864
-302
-3% -$195K 3.05% 7
2025
Q2 		$6.93M Sell
11,166
-157
-1% -$90.1K 3.26% 7
2025
Q1 		$6.36M Sell
11,323
-322
-3% -$190K 3.23% 7
2024
Q4 		$6.86M Sell
11,645
-117
-1% -$69.3K 3.62% 6
2024
Q3 		$6.79M Buy
11,762
+1,189
+11% +$661K 3.43% 5
2024
Q2 		$5.87M Buy
+10,573
New +$5.56M 3.49% 5
2023
Q3 		– Sell
-10,492
Closed -$4.77M – 63
2023
Q2 		$4.77M Buy
+10,492
New +$4.42M 2.87% 9
2022
Q3 		– Sell
-11,172
Closed -$4.5M – 60
2022
Q2 		$4.5M Buy
+11,172
New +$4.6M 3.05% 7
2022
Q1 		– Sell
-9,841
Closed -$4.46M – 58
2021
Q4 		$4.46M Sell
9,841
-18
-0.2% -$8.29K 3.02% 9
2021
Q3 		$4.31M Buy
9,859
+1,164
+13% +$516K 2.89% 10
2021
Q2 		$3.77M Sell
8,695
-313
-3% -$131K 2.57% 11
2021
Q1 		$3.73M Sell
9,008
-398
-4% -$154K 2.8% 9
2020
Q4 		$3.62M Sell
9,406
-362
-4% -$129K 2.8% 10
2020
Q3 		$3.33M Sell
9,768
-1,175
-11% -$391K 2.8% 9
2020
Q2 		$3.5M Sell
10,943
-1,176
-10% -$345K 3.17% 7
2020
Q1 		$3.48M Sell
12,119
-183
-1% -$56.1K 3.76% 7
2019
Q4 		$4.01M Sell
12,302
-232
-2% -$71.8K 4.02% 8
2019
Q3 		$3.63M Sell
12,534
-870
-6% -$259K 4.07% 8
2019
Q2 		$4.02M Sell
13,404
-1,364
-9% -$395K 4.5% 8
2019
Q1 		$4.3M Sell
14,768
-1,293
-8% -$354K 4.87% 8
2018
Q4 		$4.04M Buy
+16,061
New +$4.36M 5.44% 8

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Meridian Financial Partners's IVV Position: Q2 2026 in Review

Meridian Financial Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $89.6K and leaving 11,610 shares worth $8.8M. The position accounts for 3% of the portfolio, ranked #8.

Meridian Financial Partners first reported a position in IVV in Q4 2018 and has held it in 24 quarters since. 2,002 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Meridian Financial Partners held 11,610 shares of iShares Core S&P 500 ETF worth $8.8M as of Q2 2026.
  • Meridian Financial Partners sold 123 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $89.6K.
  • iShares Core S&P 500 ETF made up 3% of Meridian Financial Partners's portfolio in Q2 2026, its #8 holding.
  • Meridian Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,002 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.