MWP
IVV icon

Meridian Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Meridian Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.47M Sell
6,850
-137
-2% -$93.6K 0.61% 23
2025
Q4 		$4.79M Sell
6,987
-252
-3% -$171K 0.66% 22
2025
Q3 		$4.85M Sell
7,239
-741
-9% -$477K 0.67% 22
2025
Q2 		$4.95M Sell
7,980
-201
-2% -$115K 0.72% 22
2025
Q1 		$4.6M Sell
8,181
-545
-6% -$322K 0.73% 23
2024
Q4 		$5.14M Sell
8,726
-335
-4% -$198K 0.78% 22
2024
Q3 		$5.23M Sell
9,061
-415
-4% -$231K 0.81% 21
2024
Q2 		$5.19M Sell
9,476
-321
-3% -$169K 0.92% 18
2024
Q1 		$5.15M Sell
9,797
-17
-0.2% -$8.51K 0.93% 18
2023
Q4 		$4.69M Buy
9,814
+239
+2% +$107K 0.89% 18
2023
Q3 		$4.11M Buy
9,575
+42
+0.4% +$18.8K 0.86% 18
2023
Q2 		$4.25M Buy
9,533
+105
+1% +$44.2K 0.87% 18
2023
Q1 		$3.88M Buy
9,428
+273
+3% +$109K 0.84% 18
2022
Q4 		$3.52M Buy
9,155
+387
+4% +$149K 0.81% 18
2022
Q3 		$3.15M Sell
8,768
-37
-0.4% -$14.8K 0.79% 18
2022
Q2 		$3.34M Buy
8,805
+85
+1% +$35K 0.79% 18
2022
Q1 		$3.96M Buy
8,720
+131
+2% +$58.6K 0.83% 18
2021
Q4 		$4.1M Buy
8,589
+80
+0.9% +$36.9K 0.82% 21
2021
Q3 		$3.67M Buy
8,509
+33
+0.4% +$14.6K 0.79% 21
2021
Q2 		$3.64M Buy
8,476
+592
+8% +$248K 0.85% 19
2021
Q1 		$3.14M Buy
7,884
+265
+3% +$103K 0.94% 18
2020
Q4 		$2.86M Buy
7,619
+684
+10% +$243K 1.18% 14
2020
Q3 		$2.33M Buy
6,935
+450
+7% +$150K 1.18% 13
2020
Q2 		$2.01M Buy
6,485
+197
+3% +$57.8K 1.08% 12
2020
Q1 		$1.63M Buy
6,288
+4,819
+328% +$1.48M 0.97% 16
2019
Q4 		$475K Buy
+1,469
New +$455K 0.3% 29

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Meridian Wealth Partners's IVV Position: Q1 2026 in Review

Meridian Wealth Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, selling an estimated $93.6K and leaving 6,850 shares worth $4.47M. The position accounts for 0.61% of the portfolio, ranked #23.

Meridian Wealth Partners first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.23M in Q3 2024. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Meridian Wealth Partners held 6,850 shares of iShares Core S&P 500 ETF worth $4.47M as of Q1 2026.
  • Meridian Wealth Partners sold 137 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $93.6K.
  • iShares Core S&P 500 ETF made up 0.61% of Meridian Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Meridian Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's iShares Core S&P 500 ETF position peaked at $5.23M in Q3 2024.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.