Meridian Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Meridian Wealth Management's IVV Position: Q1 2026 in Review
Meridian Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q1 2026, selling an estimated $119K and leaving 45,451 shares worth $29.7M. The position accounts for 1.04% of the portfolio, ranked #14.
Meridian Wealth Management first reported a position in IVV in Q1 2017 and has held it in 36 quarters since. The position peaked at $31.3M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Meridian Wealth Management held 45,451 shares of iShares Core S&P 500 ETF worth $29.7M as of Q1 2026.
- Meridian Wealth Management sold 175 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $119K.
- iShares Core S&P 500 ETF made up 1.04% of Meridian Wealth Management's portfolio in Q1 2026, its #14 holding.
- Meridian Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 36 quarters since.
- Meridian Wealth Management's iShares Core S&P 500 ETF position peaked at $31.3M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.