Meridian Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Hold |
23,482
| – | – | 1.02% | 21 |
|
|
2025
Q1 | $2M | Hold |
23,482
| – | – | 1.01% | 22 |
|
|
2024
Q4 | $2.08M | Buy |
23,482
+116
| +0.5% | +$10.3K | 1.1% | 20 |
|
|
2024
Q3 | $2.06M | Buy |
23,366
+391
| +2% | +$34.5K | 1.04% | 21 |
|
|
2024
Q2 | $1.93M | Buy |
+22,975
| New | +$1.93M | 1.14% | 21 |
|
|
2023
Q3 | – | Sell |
-24,462
| Closed | -$1.84M | – | 64 |
|
|
2023
Q2 | $1.84M | Buy |
+24,462
| New | +$1.84M | 1.11% | 21 |
|
|
2022
Q3 | – | Sell |
-32,769
| Closed | -$2.27M | – | 62 |
|
|
2022
Q2 | $2.27M | Buy |
+32,769
| New | +$2.27M | 1.54% | 18 |
|
|
2022
Q1 | – | Sell |
-82,994
| Closed | -$6.44M | – | 59 |
|
|
2021
Q4 | $6.44M | Sell |
82,994
-2,441
| -3% | -$189K | 4.36% | 5 |
|
|
2021
Q3 | $6.84M | Buy |
85,435
+665
| +0.8% | +$53.3K | 4.59% | 6 |
|
|
2021
Q2 | $6.63M | Sell |
84,770
-3,270
| -4% | -$256K | 4.53% | 6 |
|
|
2021
Q1 | $6.7M | Sell |
88,040
-21,057
| -19% | -$1.6M | 5.04% | 6 |
|
|
2020
Q4 | $7.83M | Buy |
109,097
+905
| +0.8% | +$64.9K | 6.05% | 5 |
|
|
2020
Q3 | $6.49M | Buy |
108,192
+159
| +0.1% | +$9.53K | 5.47% | 6 |
|
|
2020
Q2 | $5.87M | Sell |
108,033
-2,505
| -2% | -$136K | 5.32% | 6 |
|
|
2020
Q1 | $5.31M | Buy |
110,538
+3,237
| +3% | +$155K | 5.74% | 6 |
|
|
2019
Q4 | $6.41M | Buy |
107,301
+5,521
| +5% | +$330K | 6.42% | 5 |
|
|
2019
Q3 | $5.53M | Buy |
101,780
+1,664
| +2% | +$90.4K | 6.2% | 5 |
|
|
2019
Q2 | $5.69M | Buy |
100,116
+236
| +0.2% | +$13.4K | 6.36% | 5 |
|
|
2019
Q1 | $5.5M | Sell |
99,880
-947
| -0.9% | -$52.2K | 6.23% | 5 |
|
|
2018
Q4 | $4.69M | Buy |
+100,827
| New | +$4.69M | 6.31% | 5 |
|