Meridian Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.34M | Sell |
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|
2025
Q2 | $4.42M | Buy |
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|
2025
Q1 | $3.56M | Sell |
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|
2024
Q4 | $4.15M | Buy |
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|
2024
Q3 | $2.4M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $966K | Buy |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $240K | Buy |
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