Meridian Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.28M | Hold |
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|
2025
Q2 | $2.16M | Hold |
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|
2025
Q1 | $2M | Hold |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.93M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6.44M | Sell |
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|
2021
Q3 | $6.84M | Buy |
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|
2021
Q2 | $6.63M | Sell |
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|
2021
Q1 | $6.7M | Sell |
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|
2020
Q4 | $7.83M | Buy |
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|
2020
Q3 | $6.49M | Buy |
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|
2020
Q2 | $5.87M | Sell |
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|
2020
Q1 | $5.31M | Buy |
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|
2019
Q4 | $6.41M | Buy |
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|
2019
Q3 | $5.53M | Buy |
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|
2019
Q2 | $5.69M | Buy |
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|
2019
Q1 | $5.5M | Sell |
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|
2018
Q4 | $4.69M | Buy |
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