Meridian Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
7,644
-56
| -0.7% | -$13.8K | 0.08% | 213 |
|
|
2025
Q1 | $1.62M | Sell |
7,700
-57
| -0.7% | -$12K | 0.08% | 204 |
|
|
2024
Q4 | $1.83M | Sell |
7,757
-352
| -4% | -$82.8K | 0.09% | 199 |
|
|
2024
Q3 | $1.78M | Buy |
+8,109
| New | +$1.78M | 0.09% | 197 |
|
|
2024
Q2 | – | Sell |
-8,766
| Closed | -$1.71M | – | 426 |
|
|
2024
Q1 | $1.71M | Sell |
8,766
-322
| -4% | -$62.8K | 0.28% | 58 |
|
|
2023
Q4 | $1.59M | Sell |
9,088
-9,274
| -51% | -$1.63M | 0.1% | 191 |
|
|
2023
Q3 | $2.82M | Buy |
18,362
+9,325
| +103% | +$1.43M | 0.17% | 116 |
|
|
2023
Q2 | $1.43M | Buy |
9,037
+47
| +0.5% | +$7.45K | 0.12% | 153 |
|
|
2023
Q1 | $1.25M | Buy |
8,990
+3
| +0% | +$417 | 0.11% | 171 |
|
|
2022
Q4 | $1.08M | Buy |
8,987
+146
| +2% | +$17.6K | 0.11% | 185 |
|
|
2022
Q3 | $1.06M | Sell |
8,841
-290
| -3% | -$34.6K | 0.11% | 176 |
|
|
2022
Q2 | $1.14M | Buy |
9,131
+3,341
| +58% | +$419K | 0.09% | 227 |
|
|
2022
Q1 | $920K | Sell |
5,790
-3,119
| -35% | -$496K | 0.1% | 163 |
|
|
2021
Q4 | $1.54M | Buy |
8,909
+58
| +0.7% | +$10.1K | 0.16% | 118 |
|
|
2021
Q3 | $1.35M | Buy |
8,851
+428
| +5% | +$65.3K | 0.17% | 121 |
|
|
2021
Q2 | $1.27M | Sell |
8,423
-258
| -3% | -$38.9K | 0.16% | 125 |
|
|
2021
Q1 | $1.17M | Buy |
8,681
+1,772
| +26% | +$238K | 0.17% | 121 |
|
|
2020
Q4 | $919K | Sell |
6,909
-12,751
| -65% | -$1.7M | 0.15% | 125 |
|
|
2020
Q3 | $2.39M | Buy |
19,660
+2,600
| +15% | +$316K | 0.59% | 34 |
|
|
2020
Q2 | $1.82M | Buy |
+17,060
| New | +$1.82M | 0.61% | 33 |
|
|
2019
Q3 | – | Sell |
-274
| Closed | -$235 | – | 345 |
|
|
2019
Q2 | $235 | Buy |
+274
| New | +$235 | 0.01% | 512 |
|