ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Meridian Wealth Partners, LLC's Holding History (CIK: 0001781942)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 259,483 Value ($000) $31,984 Avg Close Range
Q3 2025
Shares 258,036 Value ($000) $31,150 Avg Close Range
Q2 2025
Shares 164,750 Value ($000) $18,139 Avg Close Range
Q1 2025
Shares 164,919 Value ($000) $15,309 Avg Close Range
Q4 2024
Shares 168,185 Value ($000) $17,076 Avg Close Range
Q3 2024
Shares 163,730 Value ($000) $15,677 Avg Close Range