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

Meridian Investment Counsel’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	$607K	Hold	810	–	–	0.13%	147
2026 Q1	$529K	Hold	810	–	–	0.13%	155
2025 Q4	$555K	Hold	810	–	–	0.13%	150
2025 Q3	$542K	Hold	810	–	–	0.13%	146
2025 Q2	$503K	Hold	810	–	–	0.14%	144
2025 Q1	$455K	Hold	810	–	–	0.13%	146
2024 Q4	$477K	Hold	810	–	–	0.14%	135
2024 Q3	$467K	Hold	810	–	–	0.14%	142
2024 Q2	$443K	Hold	810	–	–	0.14%	142
2024 Q1	$426K	Hold	810	–	–	0.14%	143
2023 Q4	$387K	Hold	810	–	–	0.13%	152
2023 Q3	$348K	Hold	810	–	–	0.13%	153
2023 Q2	$361K	Buy	810 +150	+23%	+$63.2K	0.13%	156
2023 Q1	$271K	Hold	660	–	–	0.1%	177
2022 Q4	$254K	Hold	660	–	–	0.1%	179
2022 Q3	$237K	Hold	660	–	–	0.11%	174
2022 Q2	$250K	Hold	660	–	–	0.1%	177
2022 Q1	$299K	Hold	660	–	–	0.1%	176
2021 Q4	$315K	Hold	660	–	–	0.1%	170
2021 Q3	$284K	Hold	660	–	–	0.1%	172
2021 Q2	$284K	Hold	660	–	–	0.1%	167
2021 Q1	$263K	Hold	660	–	–	0.1%	161
2020 Q4	$248K	Hold	660	–	–	0.1%	161
2020 Q3	$222K	Hold	660	–	–	0.11%	154
2020 Q2	$204K	Buy	+660	New	+$194K	0.1%	162
2020 Q1	–	Sell	-660	Closed	-$213K	–	178
2019 Q4	$213K	Buy	+660	New	+$204K	0.11%	167

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Meridian Investment Counsel's IVV Position: Q2 2026 in Review

Meridian Investment Counsel held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 810 shares worth $607K. The position accounts for 0.13% of the portfolio, ranked #147.

Meridian Investment Counsel first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 2,096 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Meridian Investment Counsel held 810 shares of iShares Core S&P 500 ETF worth $607K as of Q2 2026.
Meridian Investment Counsel left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.13% of Meridian Investment Counsel's portfolio in Q2 2026, its #147 holding.
Meridian Investment Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
2,096 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.