Meridian Financial Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5M	Buy	41,607 +3,117	+8%	+$826K	3.99%	5
2025 Q4	$10.4M	Buy	38,490 +619	+2%	+$171K	4.1%	5
2025 Q3	$10.5M	Buy	37,871 +1,270	+3%	+$329K	4.37%	4
2025 Q2	$9.02M	Buy	36,601 +2,000	+6%	+$445K	4.24%	4
2025 Q1	$7.3M	Buy	34,601 +342	+1%	+$78.7K	3.7%	6
2024 Q4	$8.06M	Buy	34,259 +7,652	+29%	+$1.76M	4.26%	5
2024 Q3	$5.86M	Buy	26,607 +906	+4%	+$193K	2.96%	8
2024 Q2	$5.5M	Buy	+25,701	New	+$5.12M	3.27%	6
2023 Q3	–	Sell	-22,966	Closed	-$3.7M	–	66
2023 Q2	$3.7M	Buy	+22,966	New	+$3.35M	2.23%	12
2022 Q3	–	Sell	-16,862	Closed	-$2.28M	–	64
2022 Q2	$2.28M	Buy	+16,862	New	+$2.31M	1.55%	17
2022 Q1	–	Sell	-3,809	Closed	-$607K	–	61
2021 Q4	$607K	Buy	+3,809	New	+$635K	0.41%	50