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
Download as csv Download as ExcelQuarterly 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 |