Meridian Financial Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.02M | Buy |
36,601
+2,000
| +6% | +$493K | 4.24% | 4 |
|
|
2025
Q1 | $7.3M | Buy |
34,601
+342
| +1% | +$72.1K | 3.7% | 6 |
|
|
2024
Q4 | $8.06M | Buy |
34,259
+7,652
| +29% | +$1.8M | 4.26% | 5 |
|
|
2024
Q3 | $5.86M | Buy |
26,607
+906
| +4% | +$199K | 2.96% | 8 |
|
|
2024
Q2 | $5.5M | Buy |
+25,701
| New | +$5.5M | 3.27% | 6 |
|
|
2023
Q3 | – | Sell |
-22,966
| Closed | -$3.7M | – | 66 |
|
|
2023
Q2 | $3.7M | Buy |
+22,966
| New | +$3.7M | 2.23% | 12 |
|
|
2022
Q3 | – | Sell |
-16,862
| Closed | -$2.28M | – | 64 |
|
|
2022
Q2 | $2.28M | Buy |
+16,862
| New | +$2.28M | 1.55% | 17 |
|
|
2022
Q1 | – | Sell |
-3,809
| Closed | -$607K | – | 61 |
|
|
2021
Q4 | $607K | Buy |
+3,809
| New | +$607K | 0.41% | 50 |
|