Meridian Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $315K | Hold |
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|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $470K | Hold |
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|
2024
Q2 | $432K | Hold |
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|
2024
Q1 | $448K | Hold |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $635K | Sell |
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|
2023
Q2 | $842K | Sell |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $525K | Hold |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $343K | Hold |
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|
2020
Q2 | $327K | Hold |
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|
2020
Q1 | $262K | Buy |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $304K | Hold |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $262K | Hold |
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|
2018
Q3 | $330K | Hold |
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|
2018
Q2 | $321K | Sell |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $291K | Sell |
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|
2017
Q3 | $283K | Hold |
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|
2017
Q2 | $269K | Buy |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $288K | Buy |
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|
2016
Q3 | $244K | Hold |
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|
2016
Q2 | $226K | Hold |
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|
2016
Q1 | $217K | Hold |
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|
2015
Q4 | $221K | Buy |
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|
2015
Q3 | $205K | Sell |
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|
2015
Q2 | $258K | Hold |
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|
2015
Q1 | $257K | Hold |
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|
2014
Q4 | $248K | Hold |
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|
2014
Q3 | $226K | Hold |
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|
2014
Q2 | $246K | Hold |
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|
2014
Q1 | $241K | Buy |
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|
2013
Q4 | $230K | Hold |
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|
2013
Q3 | $212K | Hold |
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|
2013
Q2 | $206K | Buy |
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