Meridian Financial Partners »

Ishares Tr rus200 grw idx shares owned by Meridian Financial Partners

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Meridian Financial Partners from 13F filings

Historical chart of Meridian Financial Partners investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Meridian Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 grw idx by Meridian Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9M 27k 220.05
2024-06-30 $5.5M 26k 213.88
2023-06-30 $3.7M 23k 161.28
2022-06-30 $2.3M 17k 135.33
2021-12-31 $607k 3.8k 159.36

More positions owned by Meridian Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Virginia Natl Bankshares (VABK)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Amazon (AMZN)
Exxon Mobil Corporation (XOM)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Largecap Divd (DLN)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)

View all positions for Meridian Financial Partners

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares
Cambridge Investment Research Advisors
Envestnet Asset Management
Pegasus Partners

View all funds holding Ishares Tr rus200 grw idx