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

Meridian Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
7,683
+694
+10% +$196K 0.07% 241
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 -$23.5K – 345
2019
Q2 		$23.5K Buy
+274
New +$23K 0.01% 512

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.9% in Q2 2026, buying an estimated $196K and bringing the position to 7,683 shares worth $2.23M. The position accounts for 0.07% of the portfolio, ranked #241.

Meridian Wealth Management first reported a position in IWY in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.82M in Q3 2023. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Meridian Wealth Management held 7,683 shares of iShares Russell Top 200 Growth ETF worth $2.23M as of Q2 2026.
  • Meridian Wealth Management bought 694 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $196K.
  • iShares Russell Top 200 Growth ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Meridian Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2019 and has held it in 25 quarters since.
  • Meridian Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $2.82M in Q3 2023.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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