iShares S&P 500 Growth Index shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management 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 Management 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 Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $735k | 8.7k | 84.44 |
2023-12-31 | $669k | 8.9k | 75.10 |
2023-09-30 | $989k | 15k | 68.42 |
2023-06-30 | $755k | 11k | 70.48 |
2023-03-31 | $3.3M | 52k | 63.89 |
2022-12-31 | $3.0M | 52k | 58.50 |
2022-09-30 | $3.2M | 55k | 57.85 |
2022-06-30 | $3.5M | 59k | 60.36 |
2022-03-31 | $4.3M | 57k | 76.38 |
2021-12-31 | $4.9M | 58k | 83.67 |
2021-09-30 | $4.3M | 58k | 73.90 |
2021-06-30 | $4.6M | 63k | 72.74 |
2021-03-31 | $4.1M | 63k | 65.10 |
2020-12-31 | $4.1M | 65k | 63.81 |
2020-09-30 | $960k | 4.2k | 231.10 |
2019-06-30 | $338k | 189 | 1788.36 |
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