Meridian Wealth Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Meridian Wealth Advisors’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8M	Buy	46,576 +53	+0.1%	+$17.8K	1.96%	12
2025 Q4	$16M	Sell	46,523 -864	-2%	-$294K	2.21%	12
2025 Q3	$15.8M	Sell	47,387 -8	-0%	-$2.54K	2.24%	9
2025 Q2	$14.4M	Buy	+47,395	New	+$13.2M	2.28%	9
2019 Q1	–	Sell	-1,065	Closed	-$119K	–	318
2018 Q4	$119K	Buy	+1,065	New	+$128K	0.09%	154

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Meridian Wealth Advisors increased its iShares S&P 100 ETF (OEF) stake by 0.11% in Q1 2026, buying an estimated $17.8K and bringing the position to 46,576 shares worth $14.8M. The position accounts for 1.96% of the portfolio, ranked #12.

Meridian Wealth Advisors first reported a position in OEF in Q4 2018 and has held it in 5 quarters since. The position peaked at $16M in Q4 2025. 999 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Meridian Wealth Advisors held 46,576 shares of iShares S&P 100 ETF worth $14.8M as of Q1 2026.
Meridian Wealth Advisors bought 53 iShares S&P 100 ETF shares in Q1 2026, an estimated $17.8K.
iShares S&P 100 ETF made up 1.96% of Meridian Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Meridian Wealth Advisors first reported a position in iShares S&P 100 ETF in Q4 2018 and has held it in 5 quarters since.
Meridian Wealth Advisors's iShares S&P 100 ETF position peaked at $16M in Q4 2025.
999 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

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