Meridian Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Meridian Wealth Management’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$367K	Sell	3,493 -24	-0.7%	-$2.43K	0.01%	629
2026 Q1	$326K	Sell	3,517 -334	-9%	-$31.8K	0.01%	627
2025 Q4	$354K	Buy	3,851 +7	+0.2%	+$628	0.01%	582
2025 Q3	$338K	Buy	3,844 +7	+0.2%	+$601	0.01%	560
2025 Q2	$323K	Sell	3,837 -132	-3%	-$10.6K	0.01%	543
2025 Q1	$326K	Buy	3,969 +6	+0.2%	+$494	0.02%	506
2024 Q4	$313K	Buy	3,963 +11	+0.3%	+$902	0.01%	512
2024 Q3	$321K	Buy	+3,952	New	+$308K	0.02%	501
2024 Q2	–	Sell	-4,873	Closed	-$372K	–	426
2024 Q1	$372K	Buy	4,873 +8	+0.2%	+$579	0.06%	160
2023 Q4	$341K	Sell	4,865 -4,829	-50%	-$320K	0.02%	470
2023 Q3	$634K	Buy	9,694 +5,228	+117%	+$355K	0.04%	319
2023 Q2	$301K	Hold	4,466	–	–	0.03%	438
2023 Q1	$291K	Hold	4,466	–	–	0.03%	433
2022 Q4	$290K	Hold	4,466	–	–	0.03%	422
2022 Q3	$258K	Sell	4,466 -264	-6%	-$16.8K	0.03%	396
2022 Q2	$292K	Buy	+4,730	New	+$312K	0.02%	441

Other funds holding IWX

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

FCBT

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Meridian Wealth Management's IWX Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.68% in Q2 2026, selling an estimated $2.43K and leaving 3,493 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #629.

Meridian Wealth Management first reported a position in IWX in Q2 2022 and has held it in 16 quarters since. The position peaked at $634K in Q3 2023. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Meridian Wealth Management held 3,493 shares of iShares Russell Top 200 Value ETF worth $367K as of Q2 2026.
Meridian Wealth Management sold 24 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.43K.
iShares Russell Top 200 Value ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #629 holding.
Meridian Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 16 quarters since.
Meridian Wealth Management's iShares Russell Top 200 Value ETF position peaked at $634K in Q3 2023.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.