Meridian Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Sell	891 -102	-10%	-$22.8K	0.01%	797
2026 Q1	$210K	Buy	+993	New	+$215K	0.01%	741
2019 Q3	–	Sell	-700	Closed	-$81.6K	–	336
2019 Q2	$81.6K	Buy	+700	New	+$80.2K	0.03%	299

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meridian Wealth Management's IVE Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 10% in Q2 2026, selling an estimated $22.8K and leaving 891 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #797.

Meridian Wealth Management first reported a position in IVE in Q2 2019 and has held it in 3 quarters since. The position peaked at $210K in Q1 2026. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Meridian Wealth Management held 891 shares of iShares S&P 500 Value ETF worth $202K as of Q2 2026.
Meridian Wealth Management sold 102 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $22.8K.
iShares S&P 500 Value ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #797 holding.
Meridian Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 3 quarters since.
Meridian Wealth Management's iShares S&P 500 Value ETF position peaked at $210K in Q1 2026.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.