Meridian Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Meridian Wealth Management's IVE Position: Q1 2026 in Review
Meridian Wealth Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 993 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in IVE as recently as Q2 2019.
Meridian Wealth Management first reported a position in IVE in Q2 2019 and has held it in 2 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Meridian Wealth Management held 993 shares of iShares S&P 500 Value ETF worth $210K as of Q1 2026.
- iShares S&P 500 Value ETF was a new Meridian Wealth Management position in Q1 2026.
- iShares S&P 500 Value ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #741 holding.
- Meridian Wealth Management first reported a position in iShares S&P 500 Value ETF in Q2 2019 and has held it in 2 quarters since.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.