Meridian Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
23,851
+26
| +0.1% | +$2.86K | 0.42% | 54 |
|
|
2025
Q1 | $2.21M | Buy |
23,825
+25
| +0.1% | +$2.32K | 0.38% | 52 |
|
|
2024
Q4 | $2.42M | Buy |
23,800
+30
| +0.1% | +$3.05K | 0.4% | 54 |
|
|
2024
Q3 | $2.28M | Buy |
23,770
+33
| +0.1% | +$3.16K | 0.38% | 54 |
|
|
2024
Q2 | $2.2M | Buy |
23,737
+19
| +0.1% | +$1.76K | 0.39% | 53 |
|
|
2024
Q1 | $2M | Buy |
23,718
+22
| +0.1% | +$1.86K | 0.38% | 56 |
|
|
2023
Q4 | $1.78M | Buy |
23,696
+136
| +0.6% | +$10.2K | 0.39% | 56 |
|
|
2023
Q3 | $1.61M | Hold |
23,560
| – | – | 0.4% | 56 |
|
|
2023
Q2 | $1.66M | Buy |
23,560
+48
| +0.2% | +$3.38K | 0.4% | 56 |
|
|
2023
Q1 | $1.5M | Sell |
23,512
-39,736
| -63% | -$2.54M | 0.38% | 61 |
|
|
2022
Q4 | $3.7M | Buy |
63,248
+39,855
| +170% | +$2.33M | 0.95% | 27 |
|
|
2022
Q3 | $1.35M | Buy |
23,393
+56
| +0.2% | +$3.24K | 0.38% | 59 |
|
|
2022
Q2 | $1.41M | Buy |
23,337
+39
| +0.2% | +$2.35K | 0.37% | 62 |
|
|
2022
Q1 | $1.78M | Sell |
23,298
-328
| -1% | -$25K | 0.41% | 59 |
|
|
2021
Q4 | $1.98M | Buy |
23,626
+25
| +0.1% | +$2.09K | 0.48% | 52 |
|
|
2021
Q3 | $1.74M | Buy |
23,601
+33
| +0.1% | +$2.44K | 0.49% | 56 |
|
|
2021
Q2 | $1.71M | Buy |
23,568
+26
| +0.1% | +$1.89K | 0.49% | 57 |
|
|
2021
Q1 | $1.53M | Buy |
23,542
+34
| +0.1% | +$2.21K | 0.51% | 53 |
|
|
2020
Q4 | $1.5M | Buy |
23,508
+100
| +0.4% | +$6.38K | 0.55% | 46 |
|
|
2020
Q3 | $1.35M | Buy |
23,408
+52
| +0.2% | +$3K | 0.58% | 40 |
|
|
2020
Q2 | $1.21M | Buy |
23,356
+48
| +0.2% | +$2.49K | 0.56% | 41 |
|
|
2020
Q1 | $962K | Sell |
23,308
-328
| -1% | -$13.5K | 0.53% | 40 |
|
|
2019
Q4 | $1.14M | Hold |
23,636
| – | – | 0.45% | 42 |
|
|
2019
Q3 | $1.06M | Buy |
+23,636
| New | +$1.06M | 0.46% | 41 |
|