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 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 $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Meridian Wealth Management's OEF Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 8% in Q1 2026, buying an estimated $322K and bringing the position to 13,024 shares worth $4.14M. The position accounts for 0.15% of the portfolio, ranked #129.

Meridian Wealth Management first reported a position in OEF in Q3 2024 and has held it in 7 quarters since. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Meridian Wealth Management held 13,024 shares of iShares S&P 100 ETF worth $4.14M as of Q1 2026.
Meridian Wealth Management bought 960 iShares S&P 100 ETF shares in Q1 2026, an estimated $322K.
iShares S&P 100 ETF made up 0.15% of Meridian Wealth Management's portfolio in Q1 2026, its #129 holding.
Meridian Wealth Management first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 7 quarters since.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.