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 Q2	$16.3M	Sell	44,676 -1,900	-4%	-$681K	1.86%	15
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 $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meridian Wealth Advisors's OEF Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its iShares S&P 100 ETF (OEF) stake by 4.1% in Q2 2026, selling an estimated $681K and leaving 44,676 shares worth $16.3M. The position accounts for 1.86% of the portfolio, ranked #15.

Meridian Wealth Advisors first reported a position in OEF in Q4 2018 and has held it in 6 quarters since. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Meridian Wealth Advisors held 44,676 shares of iShares S&P 100 ETF worth $16.3M as of Q2 2026.
Meridian Wealth Advisors sold 1,900 iShares S&P 100 ETF shares in Q2 2026, an estimated $681K.
iShares S&P 100 ETF made up 1.86% of Meridian Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Meridian Wealth Advisors first reported a position in iShares S&P 100 ETF in Q4 2018 and has held it in 6 quarters since.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.