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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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