Meriwether Wealth & Planning’s iShares S&P 500 Growth ETF IVW Stock Holding History

Meriwether Wealth & Planning’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 Q3	$15.6K	Buy	+110	New	+$15.2K	0.01%	370

Other funds holding IVW

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Meriwether Wealth & Planning's IVW Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares S&P 500 Growth ETF (IVW) in Q3 2026: 110 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings.

1,010 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Meriwether Wealth & Planning held 110 shares of iShares S&P 500 Growth ETF worth $15.6K as of Q3 2026.
iShares S&P 500 Growth ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #370 holding.
1,010 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.