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Meridian Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Meridian Investment Counsel’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.72M Sell
22,352
-75
-0.3% -$21.1K 1.44% 8
2026
Q1 		$5.56M Buy
22,427
+614
+3% +$158K 1.32% 12
2025
Q4 		$5.37M Buy
21,813
+2,166
+11% +$533K 1.29% 12
2025
Q3 		$4.75M Buy
19,647
+1,700
+9% +$390K 1.17% 18
2025
Q2 		$3.87M Buy
17,947
+438
+3% +$88.1K 1.05% 23
2025
Q1 		$3.49M Buy
17,509
+3,639
+26% +$789K 1.03% 24
2024
Q4 		$3.06M Buy
13,870
+5,478
+65% +$1.25M 0.91% 32
2024
Q3 		$1.85M Buy
8,392
+2,890
+53% +$618K 0.56% 54
2024
Q2 		$1.12M Buy
5,502
+3,270
+147% +$661K 0.35% 78
2024
Q1 		$469K Buy
2,232
+799
+56% +$159K 0.16% 139
2023
Q4 		$288K Buy
+1,433
New +$257K 0.1% 179

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meridian Investment Counsel's IWM Position: Q2 2026 in Review

Meridian Investment Counsel reduced its iShares Russell 2000 ETF (IWM) stake by 0.33% in Q2 2026, selling an estimated $21.1K and leaving 22,352 shares worth $6.72M. The position accounts for 1.44% of the portfolio, ranked #8.

Meridian Investment Counsel first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Meridian Investment Counsel held 22,352 shares of iShares Russell 2000 ETF worth $6.72M as of Q2 2026.
  • Meridian Investment Counsel sold 75 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.1K.
  • iShares Russell 2000 ETF made up 1.44% of Meridian Investment Counsel's portfolio in Q2 2026, its #8 holding.
  • Meridian Investment Counsel first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.