Meridian Management’s iShares Russell 2000 ETF IWM Stock Holding History

Meridian Management’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 Q1	$248K	Sell	1,000 -300	-23%	-$77.4K	0.06%	77
2025 Q4	$320K	Hold	1,300	–	–	0.08%	71
2025 Q3	$315K	Hold	1,300	–	–	0.08%	70
2025 Q2	$285K	Hold	1,300	–	–	0.08%	66
2025 Q1	$259K	Sell	1,300 -828	-39%	-$180K	0.08%	65
2024 Q4	$470K	Hold	2,128	–	–	0.12%	66
2024 Q3	$470K	Hold	2,128	–	–	0.12%	68
2024 Q2	$432K	Hold	2,128	–	–	0.12%	71
2024 Q1	$448K	Hold	2,128	–	–	0.12%	70
2023 Q4	$424K	Sell	2,128 -1,466	-41%	-$263K	0.12%	70
2023 Q3	$635K	Sell	3,594 -904	-20%	-$170K	0.21%	58
2023 Q2	$842K	Sell	4,498 -69	-2%	-$12.3K	0.26%	51
2023 Q1	$815K	Buy	4,567 +2,464	+117%	+$454K	0.27%	49
2022 Q4	$367K	Sell	2,103 -181	-8%	-$32.2K	0.13%	65
2022 Q3	$377K	Buy	2,284 +60	+3%	+$10.9K	0.15%	60
2022 Q2	$377K	Sell	2,224 -60	-3%	-$11.1K	0.15%	60
2022 Q1	$469K	Sell	2,284 -16	-0.7%	-$3.26K	0.15%	61
2021 Q4	$512K	Buy	2,300 +16	+0.7%	+$3.62K	0.15%	60
2021 Q3	$500K	Sell	2,284 -3	-0.1%	-$665	0.15%	57
2021 Q2	$525K	Hold	2,287	–	–	0.15%	58
2021 Q1	$505K	Sell	2,287 -46	-2%	-$10K	0.16%	59
2020 Q4	$457K	Buy	2,333 +46	+2%	+$8.05K	0.15%	59
2020 Q3	$343K	Hold	2,287	–	–	0.13%	61
2020 Q2	$327K	Hold	2,287	–	–	0.13%	61
2020 Q1	$262K	Buy	2,287 +330	+17%	+$49.2K	0.13%	61
2019 Q4	$324K	Hold	1,957	–	–	0.13%	63
2019 Q3	$296K	Hold	1,957	–	–	0.13%	60
2019 Q2	$304K	Hold	1,957	–	–	0.14%	63
2019 Q1	$300K	Sell	1,957 -2	-0.1%	-$301	0.15%	62
2018 Q4	$262K	Hold	1,959	–	–	0.13%	65
2018 Q3	$330K	Hold	1,959	–	–	0.14%	70
2018 Q2	$321K	Sell	1,959 -3	-0.2%	-$480	0.15%	70
2018 Q1	$298K	Buy	1,962 +55	+3%	+$8.49K	0.14%	66
2017 Q4	$291K	Sell	1,907 -4	-0.2%	-$601	0.14%	67
2017 Q3	$283K	Hold	1,911	–	–	0.14%	63
2017 Q2	$269K	Buy	1,911 +72	+4%	+$9.96K	0.14%	61
2017 Q1	$253K	Sell	1,839 -300	-14%	-$41K	0.14%	60
2016 Q4	$288K	Buy	2,139 +174	+9%	+$22.2K	0.17%	58
2016 Q3	$244K	Hold	1,965	–	–	0.14%	59
2016 Q2	$226K	Hold	1,965	–	–	0.14%	59
2016 Q1	$217K	Hold	1,965	–	–	0.13%	63
2015 Q4	$221K	Buy	1,965 +85	+5%	+$9.8K	0.14%	63
2015 Q3	$205K	Sell	1,880 -190	-9%	-$22.5K	0.13%	63
2015 Q2	$258K	Hold	2,070	–	–	0.16%	58
2015 Q1	$257K	Hold	2,070	–	–	0.18%	55
2014 Q4	$248K	Hold	2,070	–	–	0.18%	56
2014 Q3	$226K	Hold	2,070	–	–	0.17%	57
2014 Q2	$246K	Hold	2,070	–	–	0.18%	56
2014 Q1	$241K	Buy	2,070 +80	+4%	+$9.23K	0.19%	54
2013 Q4	$230K	Hold	1,990	–	–	0.18%	55
2013 Q3	$212K	Hold	1,990	–	–	0.18%	56
2013 Q2	$206K	Buy	+1,990	New	+$190K	0.18%	55

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Meridian Management's IWM Position: Q1 2026 in Review

Meridian Management reduced its iShares Russell 2000 ETF (IWM) stake by 23% in Q1 2026, selling an estimated $77.4K and leaving 1,000 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #77.

Meridian Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $842K in Q2 2023. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Meridian Management held 1,000 shares of iShares Russell 2000 ETF worth $248K as of Q1 2026.
Meridian Management sold 300 iShares Russell 2000 ETF shares in Q1 2026, an estimated $77.4K.
iShares Russell 2000 ETF made up 0.06% of Meridian Management's portfolio in Q1 2026, its #77 holding.
Meridian Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
Meridian Management's iShares Russell 2000 ETF position peaked at $842K in Q2 2023.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.