Meridian Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

Meridian Wealth Management’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.41M	Sell	19,958 -395	-2%	-$49.8K	0.08%	203
2025 Q4	$2.58M	Sell	20,353 -570	-3%	-$70.9K	0.09%	192
2025 Q3	$2.51M	Sell	20,923 -17,642	-46%	-$2.01M	0.1%	186
2025 Q2	$4.16M	Sell	38,565 -19,926	-34%	-$1.98M	0.18%	117
2025 Q1	$5.63M	Buy	58,491 +5,843	+11%	+$590K	0.27%	85
2024 Q4	$5.31M	Buy	52,648 +11,595	+28%	+$1.16M	0.25%	87
2024 Q3	$4.07M	Buy	+41,053	New	+$3.96M	0.2%	112
2024 Q2	–	Sell	-24,972	Closed	-$2.23M	–	408
2024 Q1	$2.23M	Buy	24,972 +3,421	+16%	+$290K	0.37%	53
2023 Q4	$1.74M	Buy	+21,551	New	+$1.65M	0.11%	182

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meridian Wealth Management's IOO Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares Global 100 ETF (IOO) stake by 1.9% in Q1 2026, selling an estimated $49.8K and leaving 19,958 shares worth $2.41M. The position accounts for 0.08% of the portfolio, ranked #203.

Meridian Wealth Management first reported a position in IOO in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.63M in Q1 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Meridian Wealth Management held 19,958 shares of iShares Global 100 ETF worth $2.41M as of Q1 2026.
Meridian Wealth Management sold 395 iShares Global 100 ETF shares in Q1 2026, an estimated $49.8K.
iShares Global 100 ETF made up 0.08% of Meridian Wealth Management's portfolio in Q1 2026, its #203 holding.
Meridian Wealth Management first reported a position in iShares Global 100 ETF in Q4 2023 and has held it in 9 quarters since.
Meridian Wealth Management's iShares Global 100 ETF position peaked at $5.63M in Q1 2025.
355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.