Meridian Wealth Partners’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	$18.1M	Sell	164,750 -169	-0.1%	-$18.6K	2.63%	13
2025 Q1	$15.3M	Sell	164,919 -3,266	-2%	-$303K	2.44%	13
2024 Q4	$17.1M	Buy	168,185 +4,455	+3%	+$452K	2.59%	13
2024 Q3	$15.7M	Buy	+163,730	New	+$15.7M	2.44%	13