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

Meridian Financial Partners’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Buy	43,243 +1,636	+4%	+$462K	4.27%	5
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

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Meridian Financial Partners's IWY Position: Q2 2026 in Review

Meridian Financial Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.9% in Q2 2026, buying an estimated $462K and bringing the position to 43,243 shares worth $12.5M. The position accounts for 4.27% of the portfolio, ranked #5.

Meridian Financial Partners first reported a position in IWY in Q4 2021 and has held it in 12 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Meridian Financial Partners held 43,243 shares of iShares Russell Top 200 Growth ETF worth $12.5M as of Q2 2026.
Meridian Financial Partners bought 1,636 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $462K.
iShares Russell Top 200 Growth ETF made up 4.27% of Meridian Financial Partners's portfolio in Q2 2026, its #5 holding.
Meridian Financial Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 12 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.