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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.0M | 42k | 120.72 |
| 2025-06-30 | $2.6M | 24k | 110.10 |
| 2025-03-31 | $2.2M | 24k | 92.83 |
| 2024-12-31 | $2.4M | 24k | 101.53 |
| 2024-09-30 | $2.3M | 24k | 95.75 |
| 2024-06-30 | $2.2M | 24k | 92.54 |
| 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 |