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IYW icon

Meridian Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Meridian Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.5M Sell
19,311
-2,108
-10% -$407K 0.12% 158
2025
Q4 		$4.28M Sell
21,419
-759
-3% -$152K 0.15% 123
2025
Q3 		$4.34M Sell
22,178
-3,333
-13% -$610K 0.17% 116
2025
Q2 		$4.42M Buy
25,511
+179
+0.7% +$27.1K 0.19% 110
2025
Q1 		$3.56M Sell
25,332
-689
-3% -$107K 0.17% 133
2024
Q4 		$4.15M Buy
26,021
+10,218
+65% +$1.62M 0.2% 108
2024
Q3 		$2.4M Buy
+15,803
New +$2.32M 0.12% 169
2024
Q2 		– Sell
-9,258
Closed -$1.25M – 433
2024
Q1 		$1.25M Sell
9,258
-408
-4% -$53.1K 0.21% 80
2023
Q4 		$1.19M Sell
9,666
-7,898
-45% -$895K 0.08% 233
2023
Q3 		$1.84M Buy
17,564
+8,691
+98% +$945K 0.11% 164
2023
Q2 		$966K Buy
8,873
+1,451
+20% +$143K 0.08% 210
2023
Q1 		$689K Sell
7,422
-68
-0.9% -$5.71K 0.06% 263
2022
Q4 		$558K Buy
7,490
+348
+5% +$26.6K 0.05% 289
2022
Q3 		$524K Buy
7,142
+818
+13% +$69.4K 0.06% 268
2022
Q2 		$506K Buy
6,324
+3,881
+159% +$343K 0.04% 345
2022
Q1 		$252K Buy
2,443
+30
+1% +$3.06K 0.03% 339
2021
Q4 		$277K Sell
2,413
-1
-0% -$111 0.03% 332
2021
Q3 		$244K Sell
2,414
-2
-0.1% -$209 0.03% 342
2021
Q2 		$240K Buy
+2,416
New +$225K 0.03% 340

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Meridian Wealth Management's IYW Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares US Technology ETF (IYW) stake by 9.8% in Q1 2026, selling an estimated $407K and leaving 19,311 shares worth $3.5M. The position accounts for 0.12% of the portfolio, ranked #158.

Meridian Wealth Management first reported a position in IYW in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.42M in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Meridian Wealth Management held 19,311 shares of iShares US Technology ETF worth $3.5M as of Q1 2026.
  • Meridian Wealth Management sold 2,108 iShares US Technology ETF shares in Q1 2026, an estimated $407K.
  • iShares US Technology ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Meridian Wealth Management first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 19 quarters since.
  • Meridian Wealth Management's iShares US Technology ETF position peaked at $4.42M in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.