Meridian Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Meridian Wealth Advisors’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 Q2	$2.03M	Sell	8,051 -25	-0.3%	-$5.74K	0.23%	70
2026 Q1	$1.47M	Hold	8,076	–	–	0.19%	76
2025 Q4	$1.61M	Sell	8,076 -630	-7%	-$126K	0.22%	68
2025 Q3	$1.71M	Hold	8,706	–	–	0.24%	63
2025 Q2	$1.51M	Sell	8,706 -380	-4%	-$57.6K	0.24%	66
2025 Q1	$1.28M	Sell	9,086 -130	-1%	-$20.3K	0.22%	70
2024 Q4	$1.47M	Hold	9,216	–	–	0.24%	65
2024 Q3	$1.4M	Hold	9,216	–	–	0.23%	69
2024 Q2	$1.39M	Hold	9,216	–	–	0.25%	67
2024 Q1	$1.24M	Hold	9,216	–	–	0.23%	71
2023 Q4	$1.13M	Hold	9,216	–	–	0.25%	74
2023 Q3	$967K	Sell	9,216 -560	-6%	-$60.9K	0.24%	74
2023 Q2	$1.06M	Sell	9,776 -1,138	-10%	-$112K	0.26%	74
2023 Q1	$1.01M	Hold	10,914	–	–	0.25%	75
2022 Q4	$813K	Hold	10,914	–	–	0.21%	87
2022 Q3	$801K	Hold	10,914	–	–	0.23%	83
2022 Q2	$873K	Hold	10,914	–	–	0.23%	86
2022 Q1	$1.13M	Sell	10,914 -650	-6%	-$66.4K	0.26%	78
2021 Q4	$1.33M	Sell	11,564 -365	-3%	-$40.5K	0.32%	69
2021 Q3	$1.21M	Sell	11,929 -410	-3%	-$42.8K	0.34%	69
2021 Q2	$1.23M	Sell	12,339 -301	-2%	-$28.1K	0.35%	68
2021 Q1	$1.11M	Hold	12,640	–	–	0.37%	64
2020 Q4	$1.07M	Hold	12,640	–	–	0.39%	55
2020 Q3	$951K	Hold	12,640	–	–	0.41%	56
2020 Q2	$853K	Hold	12,640	–	–	0.39%	56
2020 Q1	$646K	Hold	12,640	–	–	0.36%	59
2019 Q4	$735K	Hold	12,640	–	–	0.29%	68
2019 Q3	$645K	Hold	12,640	–	–	0.28%	72
2019 Q2	$625K	Hold	12,640	–	–	0.44%	47
2019 Q1	$602K	Hold	12,640	–	–	0.44%	48
2018 Q4	$505K	Buy	+12,640	New	+$547K	0.39%	47

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Meridian Wealth Advisors's IYW Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its iShares US Technology ETF (IYW) stake by 0.31% in Q2 2026, selling an estimated $5.74K and leaving 8,051 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #70.

Meridian Wealth Advisors first reported a position in IYW in Q4 2018 and has held it in 31 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Meridian Wealth Advisors held 8,051 shares of iShares US Technology ETF worth $2.03M as of Q2 2026.
Meridian Wealth Advisors sold 25 iShares US Technology ETF shares in Q2 2026, an estimated $5.74K.
iShares US Technology ETF made up 0.23% of Meridian Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Meridian Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2018 and has held it in 31 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.