Meridian Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Meridian Wealth Management's IVV Position: Q2 2026 in Review
Meridian Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.85% in Q2 2026, selling an estimated $283K and leaving 45,063 shares worth $33.7M. The position accounts for 1.04% of the portfolio, ranked #19.
Meridian Wealth Management first reported a position in IVV in Q1 2017 and has held it in 37 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Meridian Wealth Management held 45,063 shares of iShares Core S&P 500 ETF worth $33.7M as of Q2 2026.
- Meridian Wealth Management sold 388 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $283K.
- iShares Core S&P 500 ETF made up 1.04% of Meridian Wealth Management's portfolio in Q2 2026, its #19 holding.
- Meridian Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 37 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.