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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$15.8M Sell
2025
Q2
$14.4M Buy
2019
Q1
Sell
2018
Q4
$119K Buy