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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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 938 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.
  • 938 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.