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

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

Historical chart of Meridian Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $31M 258k 120.72
2025-06-30 $18M 165k 110.10
2025-03-31 $15M 165k 92.83
2024-12-31 $17M 168k 101.53
2024-09-30 $16M 164k 95.75

More positions owned by Meridian Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Meridian Wealth Partners

Top funds holding iShares S&P 500 Growth Index

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BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index