Meridian Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
3,151
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $967K | Hold |
3,151
| – | – | 0.16% | 80 |
|
|
2024
Q4 | $1.02M | Buy |
3,151
+8
| +0.3% | +$2.58K | 0.17% | 80 |
|
|
2024
Q3 | $988K | Hold |
3,143
| – | – | 0.17% | 81 |
|
|
2024
Q2 | $935K | Hold |
3,143
| – | – | 0.17% | 84 |
|
|
2024
Q1 | $905K | Hold |
3,143
| – | – | 0.17% | 87 |
|
|
2023
Q4 | $824K | Hold |
3,143
| – | – | 0.18% | 88 |
|
|
2023
Q3 | $738K | Hold |
3,143
| – | – | 0.18% | 86 |
|
|
2023
Q2 | $766K | Hold |
3,143
| – | – | 0.19% | 90 |
|
|
2023
Q1 | $708K | Sell |
3,143
-74
| -2% | -$16.7K | 0.18% | 94 |
|
|
2022
Q4 | $677K | Hold |
3,217
| – | – | 0.17% | 95 |
|
|
2022
Q3 | $635K | Hold |
3,217
| – | – | 0.18% | 97 |
|
|
2022
Q2 | $668K | Hold |
3,217
| – | – | 0.18% | 102 |
|
|
2022
Q1 | $804K | Hold |
3,217
| – | – | 0.19% | 99 |
|
|
2021
Q4 | $851K | Hold |
3,217
| – | – | 0.21% | 92 |
|
|
2021
Q3 | $778K | Hold |
3,217
| – | – | 0.22% | 91 |
|
|
2021
Q2 | $779K | Hold |
3,217
| – | – | 0.22% | 90 |
|
|
2021
Q1 | $720K | Hold |
3,217
| – | – | 0.24% | 82 |
|
|
2020
Q4 | $681K | Hold |
3,217
| – | – | 0.25% | 86 |
|
|
2020
Q3 | $602K | Hold |
3,217
| – | – | 0.26% | 84 |
|
|
2020
Q2 | $552K | Hold |
3,217
| – | – | 0.26% | 84 |
|
|
2020
Q1 | $455K | Buy |
3,217
+675
| +27% | +$95.5K | 0.25% | 79 |
|
|
2019
Q4 | $454K | Hold |
2,542
| – | – | 0.18% | 100 |
|
|
2019
Q3 | $418K | Buy |
2,542
+108
| +4% | +$17.8K | 0.18% | 103 |
|
|
2019
Q2 | $396K | Hold |
2,434
| – | – | 0.28% | 80 |
|
|
2019
Q1 | $383K | Hold |
2,434
| – | – | 0.28% | 81 |
|
|
2018
Q4 | $338K | Buy |
+2,434
| New | +$338K | 0.26% | 78 |
|