MFP
Meridian Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
6,348
-177
| -3% | -$62.1K | 1.05% | 20 |
|
|
2025
Q1 | $2.07M | Buy |
6,525
+28
| +0.4% | +$8.9K | 1.05% | 21 |
|
|
2024
Q4 | $2.17M | Sell |
6,497
-115
| -2% | -$38.4K | 1.15% | 18 |
|
|
2024
Q3 | $2.16M | Sell |
6,612
-23
| -0.3% | -$7.51K | 1.09% | 18 |
|
|
2024
Q2 | $2.09M | Buy |
+6,635
| New | +$2.09M | 1.24% | 19 |
|
|
2023
Q3 | – | Sell |
-7,473
| Closed | -$1.95M | – | 65 |
|
|
2023
Q2 | $1.95M | Buy |
+7,473
| New | +$1.95M | 1.17% | 18 |
|
|
2022
Q3 | – | Sell |
-26,069
| Closed | -$6.04M | – | 63 |
|
|
2022
Q2 | $6.04M | Buy |
+26,069
| New | +$6.04M | 4.1% | 4 |
|
|
2022
Q1 | – | Sell |
-36,401
| Closed | -$9.55M | – | 60 |
|
|
2021
Q4 | $9.55M | Sell |
36,401
-242
| -0.7% | -$63.5K | 6.46% | 4 |
|
|
2021
Q3 | $9.49M | Sell |
36,643
-1,200
| -3% | -$311K | 6.37% | 4 |
|
|
2021
Q2 | $9.7M | Buy |
37,843
+1,511
| +4% | +$387K | 6.62% | 4 |
|
|
2021
Q1 | $8.94M | Buy |
36,332
+713
| +2% | +$175K | 6.72% | 4 |
|
|
2020
Q4 | $8.24M | Buy |
35,619
+478
| +1% | +$111K | 6.36% | 4 |
|
|
2020
Q3 | $7.02M | Sell |
35,141
-212
| -0.6% | -$42.3K | 5.91% | 4 |
|
|
2020
Q2 | $6.56M | Buy |
35,353
+778
| +2% | +$144K | 5.94% | 4 |
|
|
2020
Q1 | $5.7M | Buy |
34,575
+1,378
| +4% | +$227K | 6.15% | 5 |
|
|
2019
Q4 | $6.3M | Buy |
33,197
+1,111
| +3% | +$211K | 6.31% | 6 |
|
|
2019
Q3 | $5.41M | Buy |
32,086
+1,437
| +5% | +$242K | 6.07% | 6 |
|
|
2019
Q2 | $5.38M | Buy |
30,649
+288
| +0.9% | +$50.5K | 6.01% | 6 |
|
|
2019
Q1 | $5.18M | Sell |
30,361
-150
| -0.5% | -$25.6K | 5.87% | 6 |
|
|
2018
Q4 | $4.48M | Buy |
+30,511
| New | +$4.48M | 6.03% | 6 |
|