Meridian Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.35M	Buy	20,084 +7,060	+54%	+$2.53M	0.23%	94
2026 Q1	$4.14M	Buy	13,024 +960	+8%	+$322K	0.15%	129
2025 Q4	$4.14M	Buy	12,064 +2,673	+28%	+$908K	0.15%	132
2025 Q3	$3.13M	Buy	9,391 +2,175	+30%	+$692K	0.12%	157
2025 Q2	$2.2M	Sell	7,216 -2,168	-23%	-$604K	0.09%	191
2025 Q1	$2.54M	Buy	9,384 +6,031	+180%	+$1.73M	0.12%	164
2024 Q4	$969K	Buy	3,353 +2,370	+241%	+$678K	0.05%	296
2024 Q3	$272K	Buy	+983	New	+$263K	0.01%	542

Other funds holding OEF

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

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

Meridian Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 54% in Q2 2026, buying an estimated $2.53M and bringing the position to 20,084 shares worth $7.35M. The position accounts for 0.23% of the portfolio, ranked #94.

Meridian Wealth Management first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Meridian Wealth Management held 20,084 shares of iShares S&P 100 ETF worth $7.35M as of Q2 2026.
Meridian Wealth Management bought 7,060 iShares S&P 100 ETF shares in Q2 2026, an estimated $2.53M.
iShares S&P 100 ETF made up 0.23% of Meridian Wealth Management's portfolio in Q2 2026, its #94 holding.
Meridian Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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