Meridian Management’s iShares US Technology ETF IYW Stock Holding History

Meridian Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.67M	Hold	9,200	–	–	0.42%	50
2025 Q4	$1.84M	Hold	9,200	–	–	0.45%	44
2025 Q3	$1.8M	Hold	9,200	–	–	0.48%	43
2025 Q2	$1.67M	Hold	9,200	–	–	0.46%	42
2025 Q1	$1.29M	Hold	9,200	–	–	0.4%	41
2024 Q4	$1.47M	Hold	9,200	–	–	0.39%	44
2024 Q3	$1.39M	Hold	9,200	–	–	0.35%	44
2024 Q2	$1.38M	Hold	9,200	–	–	0.38%	44
2024 Q1	$1.24M	Hold	9,200	–	–	0.34%	46
2023 Q4	$1.24M	Hold	9,200	–	–	0.35%	45
2023 Q3	$965K	Hold	9,200	–	–	0.31%	47
2023 Q2	$1M	Hold	9,200	–	–	0.31%	47
2023 Q1	$854K	Sell	9,200 -1,776	-16%	-$149K	0.28%	46
2022 Q4	$818K	Hold	10,976	–	–	0.3%	47
2022 Q3	$805K	Hold	10,976	–	–	0.32%	45
2022 Q2	$878K	Hold	10,976	–	–	0.34%	45
2022 Q1	$1.13M	Hold	10,976	–	–	0.36%	45
2021 Q4	$1.26M	Hold	10,976	–	–	0.37%	44
2021 Q3	$1.11M	Hold	10,976	–	–	0.34%	43
2021 Q2	$1.09M	Hold	10,976	–	–	0.32%	46
2021 Q1	$963K	Hold	10,976	–	–	0.3%	47
2020 Q4	$934K	Hold	10,976	–	–	0.3%	46
2020 Q3	$826K	Buy	10,976 +1,776	+19%	+$130K	0.31%	47
2020 Q2	$621K	Hold	9,200	–	–	0.25%	48
2020 Q1	$470K	Hold	9,200	–	–	0.23%	51
2019 Q4	$535K	Hold	9,200	–	–	0.21%	53
2019 Q3	$470K	Hold	9,200	–	–	0.21%	51
2019 Q2	$455K	Hold	9,200	–	–	0.2%	52
2019 Q1	$438K	Hold	9,200	–	–	0.22%	51
2018 Q4	$368K	Hold	9,200	–	–	0.19%	59
2018 Q3	$446K	Hold	9,200	–	–	0.19%	61
2018 Q2	$410K	Hold	9,200	–	–	0.19%	63
2018 Q1	$387K	Hold	9,200	–	–	0.18%	61
2017 Q4	$374K	Hold	9,200	–	–	0.17%	62
2017 Q3	$345K	Hold	9,200	–	–	0.17%	59
2017 Q2	$321K	Hold	9,200	–	–	0.17%	58
2017 Q1	$311K	Hold	9,200	–	–	0.18%	54
2016 Q4	$277K	Hold	9,200	–	–	0.16%	59
2016 Q3	$274K	Hold	9,200	–	–	0.16%	57
2016 Q2	$242K	Hold	9,200	–	–	0.15%	56
2016 Q1	$250K	Hold	9,200	–	–	0.15%	61
2015 Q4	$246K	Hold	9,200	–	–	0.16%	61
2015 Q3	$227K	Hold	9,200	–	–	0.15%	62
2015 Q2	$241K	Hold	9,200	–	–	0.15%	61
2015 Q1	$241K	Hold	9,200	–	–	0.17%	56
2014 Q4	$240K	Hold	9,200	–	–	0.17%	57
2014 Q3	$232K	Hold	9,200	–	–	0.18%	56
2014 Q2	$223K	Hold	9,200	–	–	0.17%	58
2014 Q1	$209K	Hold	9,200	–	–	0.17%	58
2013 Q4	$203K	Buy	+9,200	New	+$192K	0.16%	57

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Meridian Management's IYW Position: Q1 2026 in Review

Meridian Management held its iShares US Technology ETF (IYW) position steady in Q1 2026 at 9,200 shares worth $1.67M. The position accounts for 0.42% of the portfolio, ranked #50.

Meridian Management first reported a position in IYW in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.84M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Meridian Management held 9,200 shares of iShares US Technology ETF worth $1.67M as of Q1 2026.
Meridian Management left its iShares US Technology ETF share count unchanged in Q1 2026.
iShares US Technology ETF made up 0.42% of Meridian Management's portfolio in Q1 2026, its #50 holding.
Meridian Management first reported a position in iShares US Technology ETF in Q4 2013 and has held it in 50 quarters since.
Meridian Management's iShares US Technology ETF position peaked at $1.84M in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.