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Meridian Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Meridian Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.74M Buy
41,924
+120
+0.3% +$14.4K 0.63% 40
2025
Q4 		$5.15M Buy
41,804
+57
+0.1% +$6.98K 0.71% 42
2025
Q3 		$5.04M Buy
41,747
+17,896
+75% +$2.06M 0.72% 37
2025
Q2 		$2.63M Buy
23,851
+26
+0.1% +$2.57K 0.42% 54
2025
Q1 		$2.21M Buy
23,825
+25
+0.1% +$2.52K 0.38% 52
2024
Q4 		$2.42M Buy
23,800
+30
+0.1% +$2.99K 0.4% 54
2024
Q3 		$2.28M Buy
23,770
+33
+0.1% +$3.05K 0.38% 54
2024
Q2 		$2.2M Buy
23,737
+19
+0.1% +$1.64K 0.39% 53
2024
Q1 		$2M Buy
23,718
+22
+0.1% +$1.77K 0.38% 56
2023
Q4 		$1.78M Buy
23,696
+136
+0.6% +$9.68K 0.39% 56
2023
Q3 		$1.61M Hold
23,560
– – 0.4% 56
2023
Q2 		$1.66M Buy
23,560
+48
+0.2% +$3.17K 0.4% 56
2023
Q1 		$1.5M Sell
23,512
-39,736
-63% -$2.43M 0.38% 61
2022
Q4 		$3.7M Buy
63,248
+39,855
+170% +$2.39M 0.95% 27
2022
Q3 		$1.35M Buy
23,393
+56
+0.2% +$3.64K 0.38% 59
2022
Q2 		$1.41M Buy
23,337
+39
+0.2% +$2.58K 0.37% 62
2022
Q1 		$1.78M Sell
23,298
-328
-1% -$24.6K 0.41% 59
2021
Q4 		$1.98M Buy
23,626
+25
+0.1% +$2.01K 0.48% 52
2021
Q3 		$1.74M Buy
23,601
+33
+0.1% +$2.52K 0.49% 56
2021
Q2 		$1.71M Buy
23,568
+26
+0.1% +$1.8K 0.49% 57
2021
Q1 		$1.53M Buy
23,542
+34
+0.1% +$2.2K 0.51% 53
2020
Q4 		$1.5M Buy
23,508
+100
+0.4% +$6.06K 0.55% 46
2020
Q3 		$1.35M Buy
23,408
+52
+0.2% +$2.94K 0.58% 40
2020
Q2 		$1.21M Buy
23,356
+48
+0.2% +$2.3K 0.56% 41
2020
Q1 		$962K Sell
23,308
-328
-1% -$15.5K 0.53% 40
2019
Q4 		$1.14M Hold
23,636
– – 0.45% 42
2019
Q3 		$1.06M Buy
+23,636
New +$1.07M 0.46% 41

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Meridian Wealth Advisors's IVW Position: Q1 2026 in Review

Meridian Wealth Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 0.29% in Q1 2026, buying an estimated $14.4K and bringing the position to 41,924 shares worth $4.74M. The position accounts for 0.63% of the portfolio, ranked #40.

Meridian Wealth Advisors first reported a position in IVW in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.15M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Meridian Wealth Advisors held 41,924 shares of iShares S&P 500 Growth ETF worth $4.74M as of Q1 2026.
  • Meridian Wealth Advisors bought 120 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $14.4K.
  • iShares S&P 500 Growth ETF made up 0.63% of Meridian Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Meridian Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Meridian Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $5.15M in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.