Meridian Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.74M	Sell	6,989 -54	-0.8%	-$14.3K	0.06%	250
2025 Q4	$1.95M	Sell	7,043 -17	-0.2%	-$4.71K	0.07%	233
2025 Q3	$1.93M	Sell	7,060 -584	-8%	-$151K	0.07%	223
2025 Q2	$1.88M	Sell	7,644 -56	-0.7%	-$12.5K	0.08%	213
2025 Q1	$1.62M	Sell	7,700 -57	-0.7%	-$13.1K	0.08%	204
2024 Q4	$1.83M	Sell	7,757 -352	-4%	-$80.8K	0.09%	199
2024 Q3	$1.78M	Buy	+8,109	New	+$1.73M	0.09%	197
2024 Q2	–	Sell	-8,766	Closed	-$1.71M	–	427
2024 Q1	$1.71M	Sell	8,766 -322	-4%	-$60.2K	0.28%	58
2023 Q4	$1.59M	Sell	9,088 -9,274	-51%	-$1.52M	0.1%	191
2023 Q3	$2.82M	Buy	18,362 +9,325	+103%	+$1.49M	0.17%	116
2023 Q2	$1.43M	Buy	9,037 +47	+0.5%	+$6.86K	0.12%	153
2023 Q1	$1.25M	Buy	8,990 +3	+0%	+$389	0.11%	171
2022 Q4	$1.08M	Buy	8,987 +146	+2%	+$18.1K	0.11%	185
2022 Q3	$1.06M	Sell	8,841 -290	-3%	-$38.9K	0.11%	176
2022 Q2	$1.14M	Buy	9,131 +3,341	+58%	+$459K	0.09%	227
2022 Q1	$920K	Sell	5,790 -3,119	-35%	-$486K	0.1%	163
2021 Q4	$1.54M	Buy	8,909 +58	+0.7%	+$9.66K	0.16%	118
2021 Q3	$1.35M	Buy	8,851 +428	+5%	+$67.5K	0.17%	121
2021 Q2	$1.27M	Sell	8,423 -258	-3%	-$36.9K	0.16%	125
2021 Q1	$1.17M	Buy	8,681 +1,772	+26%	+$237K	0.17%	121
2020 Q4	$919K	Sell	6,909 -12,751	-65%	-$1.61M	0.15%	125
2020 Q3	$2.39M	Buy	19,660 +2,600	+15%	+$306K	0.59%	34
2020 Q2	$1.82M	Buy	+17,060	New	+$1.67M	0.61%	33
2019 Q3	–	Sell	-274	Closed	-$235	–	345
2019 Q2	$235	Buy	+274	New	+$23K	0.01%	512