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

Meridian Wealth Partners’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 Q2	$37.9M	Buy	275,265 +2,723	+1%	+$360K	4.58%	5
2026 Q1	$30.8M	Buy	272,542 +13,059	+5%	+$1.57M	4.23%	6
2025 Q4	$32M	Buy	259,483 +1,447	+0.6%	+$177K	4.41%	5
2025 Q3	$31.2M	Buy	258,036 +93,286	+57%	+$10.7M	4.29%	5
2025 Q2	$18.1M	Sell	164,750 -169	-0.1%	-$16.7K	2.63%	13
2025 Q1	$15.3M	Sell	164,919 -3,266	-2%	-$329K	2.44%	13
2024 Q4	$17.1M	Buy	168,185 +4,455	+3%	+$444K	2.59%	13
2024 Q3	$15.7M	Buy	+163,730	New	+$15.1M	2.44%	13

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Meridian Wealth Partners's IVW Position: Q2 2026 in Review

Meridian Wealth Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q2 2026, buying an estimated $360K and bringing the position to 275,265 shares worth $37.9M. The position accounts for 4.58% of the portfolio, ranked #5.

Meridian Wealth Partners first reported a position in IVW in Q3 2024 and has held it in 8 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Meridian Wealth Partners held 275,265 shares of iShares S&P 500 Growth ETF worth $37.9M as of Q2 2026.
Meridian Wealth Partners bought 2,723 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $360K.
iShares S&P 500 Growth ETF made up 4.58% of Meridian Wealth Partners's portfolio in Q2 2026, its #5 holding.
Meridian Wealth Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.