MWA
IVV icon

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

Meridian Wealth Advisors’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
Q1 		$79.8M Buy
122,183
+4,315
+4% +$2.95M 10.55% 1
2025
Q4 		$80.7M Buy
117,868
+4,045
+4% +$2.75M 11.18% 1
2025
Q3 		$76.2M Buy
113,823
+5,003
+5% +$3.22M 10.82% 1
2025
Q2 		$67.6M Sell
108,820
-2,913
-3% -$1.67M 10.68% 1
2025
Q1 		$62.8M Buy
111,733
+5,746
+5% +$3.39M 10.66% 1
2024
Q4 		$62.4M Buy
105,987
+6,163
+6% +$3.65M 10.29% 1
2024
Q3 		$57.6M Buy
99,824
+5,441
+6% +$3.03M 9.63% 2
2024
Q2 		$51.6M Buy
94,383
+2,623
+3% +$1.38M 9.21% 2
2024
Q1 		$48.2M Buy
91,760
+1,713
+2% +$857K 9.06% 1
2023
Q4 		$43M Sell
90,047
-2,707
-3% -$1.21M 9.42% 1
2023
Q3 		$39.8M Sell
92,754
-145
-0.2% -$64.9K 9.95% 1
2023
Q2 		$41.4M Sell
92,899
-809
-0.9% -$341K 10.02% 1
2023
Q1 		$38.5M Sell
93,708
-438
-0.5% -$176K 9.64% 1
2022
Q4 		$36.2M Buy
94,146
+8,030
+9% +$3.1M 9.32% 1
2022
Q3 		$30.9M Sell
86,116
-4,881
-5% -$1.95M 8.7% 1
2022
Q2 		$34.5M Buy
90,997
+23,049
+34% +$9.48M 9.17% 1
2022
Q1 		$30.8M Buy
67,948
+1,939
+3% +$867K 7.15% 1
2021
Q4 		$31.5M Buy
66,009
+3,158
+5% +$1.46M 7.65% 1
2021
Q3 		$27.1M Buy
62,851
+1,945
+3% +$862K 7.54% 1
2021
Q2 		$26.2M Buy
60,906
+815
+1% +$341K 7.41% 1
2021
Q1 		$23.9M Sell
60,091
-1,185
-2% -$459K 7.94% 1
2020
Q4 		$23M Buy
61,276
+3,552
+6% +$1.26M 8.39% 1
2020
Q3 		$19.4M Buy
57,724
+1,732
+3% +$576K 8.34% 1
2020
Q2 		$17.3M Buy
55,992
+9,743
+21% +$2.86M 8.01% 1
2020
Q1 		$12M Buy
46,249
+24,469
+112% +$7.5M 6.61% 3
2019
Q4 		$7.04M Buy
21,780
+1,055
+5% +$327K 2.77% 7
2019
Q3 		$6.19M Buy
+20,725
New +$6.16M 2.65% 8
2019
Q1 		– Sell
-70
Closed -$18K – 263
2018
Q4 		$18K Buy
+70
New +$19K 0.01% 363

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Meridian Wealth Advisors's IVV Position: Q1 2026 in Review

Meridian Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q1 2026, buying an estimated $2.95M and bringing the position to 122,183 shares worth $79.8M. The position accounts for 10.55% of the portfolio, ranked #1.

Meridian Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 28 quarters since. The position peaked at $80.7M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Meridian Wealth Advisors held 122,183 shares of iShares Core S&P 500 ETF worth $79.8M as of Q1 2026.
  • Meridian Wealth Advisors bought 4,315 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.95M.
  • iShares Core S&P 500 ETF made up 10.55% of Meridian Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Meridian Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • Meridian Wealth Advisors's iShares Core S&P 500 ETF position peaked at $80.7M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.