MWM
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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
Q2 		$5.31M Buy
21,052
+1,741
+9% +$400K 0.16% 121
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 $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares US Technology ETF (IYW) stake by 9% in Q2 2026, buying an estimated $400K and bringing the position to 21,052 shares worth $5.31M. The position accounts for 0.16% of the portfolio, ranked #121.

Meridian Wealth Management first reported a position in IYW in Q2 2021 and has held it in 20 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Meridian Wealth Management held 21,052 shares of iShares US Technology ETF worth $5.31M as of Q2 2026.
  • Meridian Wealth Management bought 1,741 iShares US Technology ETF shares in Q2 2026, an estimated $400K.
  • iShares US Technology ETF made up 0.16% of Meridian Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Meridian Wealth Management first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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