MF
IVV icon

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

Meridian Financial’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 		$10.9M Sell
14,620
-365
-2% -$266K 5.26% 1
2026
Q1 		$9.79M Sell
14,985
-3
-0% -$2.05K 5.35% 3
2025
Q4 		$10.3M Sell
14,988
-154
-1% -$105K 5.59% 2
2025
Q3 		$10.1M Buy
15,142
+33
+0.2% +$21.3K 5.71% 2
2025
Q2 		$9.38M Sell
15,109
-188
-1% -$108K 6.07% 3
2025
Q1 		$8.6M Sell
15,297
-60
-0.4% -$35.4K 6.03% 3
2024
Q4 		$9.04M Sell
15,357
-147
-0.9% -$87K 6.24% 3
2024
Q3 		$8.94M Sell
15,504
-376
-2% -$209K 5.97% 3
2024
Q2 		$8.69M Buy
15,880
+639
+4% +$336K 6.3% 3
2024
Q1 		$8.01M Sell
15,241
-174
-1% -$87.1K 5.98% 3
2023
Q4 		$7.36M Buy
15,415
+273
+2% +$122K 5.79% 3
2023
Q3 		$6.5M Buy
15,142
+137
+0.9% +$61.3K 6.06% 3
2023
Q2 		$6.69M Buy
15,005
+13
+0.1% +$5.48K 6.03% 3
2023
Q1 		$6.16M Buy
14,992
+8
+0.1% +$3.21K 5.99% 4
2022
Q4 		$5.76M Sell
14,984
-37
-0.2% -$14.3K 6.06% 4
2022
Q3 		$5.39M Buy
15,021
+30
+0.2% +$12K 6.26% 4
2022
Q2 		$5.68M Buy
14,991
+500
+3% +$206K 6.4% 4
2022
Q1 		$6.57M Buy
14,491
+1
+0% +$447 6.82% 4
2021
Q4 		$6.91M Buy
+14,490
New +$6.68M 6.45% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Meridian Financial's IVV Position: Q2 2026 in Review

Meridian Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q2 2026, selling an estimated $266K and leaving 14,620 shares worth $10.9M. The position accounts for 5.26% of the portfolio, ranked #1.

Meridian Financial first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Meridian Financial held 14,620 shares of iShares Core S&P 500 ETF worth $10.9M as of Q2 2026.
  • Meridian Financial sold 365 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $266K.
  • iShares Core S&P 500 ETF made up 5.26% of Meridian Financial's portfolio in Q2 2026, its #1 holding.
  • Meridian Financial first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.