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iShares S&P 500 Growth Index shares owned by Meridian Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Meridian Wealth Advisors from 13F filings

Historical chart of Meridian Wealth Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Meridian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Meridian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 24k 84.44
2023-12-31 $1.8M 24k 75.10
2023-09-30 $1.6M 24k 68.42
2023-06-30 $1.7M 24k 70.48
2023-03-31 $1.5M 24k 63.89
2022-12-31 $3.7M 63k 58.50
2022-09-30 $1.4M 23k 57.84
2022-06-30 $1.4M 23k 60.33
2022-03-31 $1.8M 23k 76.36
2021-12-31 $2.0M 24k 83.68
2021-09-30 $1.7M 24k 73.90
2021-06-30 $1.7M 24k 72.73
2021-03-31 $1.5M 24k 65.12
2020-12-31 $1.5M 24k 63.81
2020-09-30 $1.4M 5.9k 231.03
2020-06-30 $1.2M 5.8k 207.57
2020-03-31 $962k 5.8k 165.09
2019-12-31 $1.1M 5.9k 193.60
2019-09-30 $1.1M 5.9k 180.06