Meridian Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Meridian Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.74M	Hold	8,502	–	–	1.02%	32
2025 Q1	$3.07M	Hold	8,502	–	–	0.95%	31
2024 Q4	$3.41M	Sell	8,502 -852	-9%	-$342K	0.9%	29
2024 Q3	$3.51M	Hold	9,354	–	–	0.89%	32
2024 Q2	$3.41M	Hold	9,354	–	–	0.94%	30
2024 Q1	$3.15M	Hold	9,354	–	–	0.86%	34
2023 Q4	$3.08M	Sell	9,354 -83	-0.9%	-$27.3K	0.88%	29
2023 Q3	$2.51M	Hold	9,437	–	–	0.82%	30
2023 Q2	$2.6M	Hold	9,437	–	–	0.81%	32
2023 Q1	$2.31M	Hold	9,437	–	–	0.76%	31
2022 Q4	$2.02M	Sell	9,437 -62	-0.7%	-$13.3K	0.74%	35
2022 Q3	$2M	Hold	9,499	–	–	0.8%	29
2022 Q2	$2.08M	Sell	9,499 -619	-6%	-$135K	0.8%	31
2022 Q1	$2.81M	Sell	10,118 -8	-0.1%	-$2.22K	0.89%	35
2021 Q4	$3.09M	Sell	10,126 -50	-0.5%	-$15.3K	0.9%	31
2021 Q3	$2.79M	Hold	10,176	–	–	0.86%	31
2021 Q2	$2.76M	Hold	10,176	–	–	0.81%	39
2021 Q1	$2.47M	Sell	10,176 -20	-0.2%	-$4.86K	0.77%	38
2020 Q4	$2.46M	Sell	10,196 -140	-1%	-$33.8K	0.79%	38
2020 Q3	$2.24M	Hold	10,336	–	–	0.83%	37
2020 Q2	$1.98M	Hold	10,336	–	–	0.81%	36
2020 Q1	$1.56M	Sell	10,336 -1,200	-10%	-$181K	0.75%	37
2019 Q4	$2.03M	Sell	11,536 -100	-0.9%	-$17.6K	0.81%	36
2019 Q3	$1.86M	Hold	11,636	–	–	0.83%	35
2019 Q2	$1.83M	Hold	11,636	–	–	0.81%	36
2019 Q1	$1.76M	Sell	11,636 -3,012	-21%	-$456K	0.87%	34
2018 Q4	$1.92M	Buy	14,648 +7	+0%	+$917	0.98%	33
2018 Q3	$2.28M	Buy	14,641 +1	+0%	+$156	0.99%	33
2018 Q2	$2.11M	Sell	14,640 -307	-2%	-$44.1K	0.97%	34
2018 Q1	$2.03M	Sell	14,947 -265	-2%	-$36.1K	0.94%	32
2017 Q4	$2.05M	Sell	15,212 -880	-5%	-$119K	0.96%	34
2017 Q3	$2.01M	Hold	16,092	–	–	1%	28
2017 Q2	$1.92M	Sell	16,092 -3,125	-16%	-$372K	1.01%	33
2017 Q1	$2.19M	Sell	19,217 -13,695	-42%	-$1.56M	1.24%	26
2016 Q4	$3.45M	Sell	32,912 -19,724	-37%	-$2.07M	2.04%	13
2016 Q3	$5.48M	Buy	52,636 +25	+0%	+$2.6K	3.16%	5
2016 Q2	$5.28M	Sell	52,611 -3,119	-6%	-$313K	3.21%	5
2016 Q1	$5.56M	Buy	55,730 +1,637	+3%	+$163K	3.4%	6
2015 Q4	$5.38M	Sell	54,093 -2,574	-5%	-$256K	3.45%	5
2015 Q3	$5.27M	Sell	56,667 -23,404	-29%	-$2.18M	3.46%	5
2015 Q2	$7.93M	Sell	80,071 -10,504	-12%	-$1.04M	4.8%	4
2015 Q1	$8.96M	Buy	90,575 +3,690	+4%	+$365K	6.41%	3
2014 Q4	$8.31M	Buy	86,885 +1,385	+2%	+$132K	6.03%	2
2014 Q3	$7.83M	Sell	85,500 -105	-0.1%	-$9.62K	5.99%	2
2014 Q2	$7.78M	Buy	85,605 +355	+0.4%	+$32.3K	5.81%	2
2014 Q1	$7.38M	Buy	85,250 +1,125	+1%	+$97.4K	5.84%	3
2013 Q4	$7.23M	Buy	84,125 +1,332	+2%	+$114K	5.75%	3
2013 Q3	$6.47M	Sell	82,793 -4,005	-5%	-$313K	5.54%	3
2013 Q2	$6.64M	Buy	+86,798	New	+$6.64M	5.83%	3