Meridian Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
17,947
+438
| +3% | +$94.5K | 1.05% | 23 |
|
|
2025
Q1 | $3.49M | Buy |
17,509
+3,639
| +26% | +$726K | 1.03% | 24 |
|
|
2024
Q4 | $3.06M | Buy |
13,870
+5,478
| +65% | +$1.21M | 0.91% | 32 |
|
|
2024
Q3 | $1.85M | Buy |
8,392
+2,890
| +53% | +$638K | 0.56% | 54 |
|
|
2024
Q2 | $1.12M | Buy |
5,502
+3,270
| +147% | +$663K | 0.35% | 78 |
|
|
2024
Q1 | $469K | Buy |
2,232
+799
| +56% | +$168K | 0.16% | 139 |
|
|
2023
Q4 | $288K | Buy |
+1,433
| New | +$288K | 0.1% | 179 |
|