Meridian Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
|
|||||
|
2025
Q1 | $545K | Hold |
|
|||||
|
2024
Q4 | $537K | Hold |
|
|||||
|
2024
Q3 | $550K | Buy |
|
|||||
|
2024
Q2 | $484K | Buy |
|
|||||
|
2024
Q1 | $379K | Hold |
|
|||||
|
2023
Q4 | $349K | Hold |
|
|||||
|
2023
Q3 | $321K | Hold |
|
|||||
|
2023
Q2 | $334K | Buy |
|
|||||
|
2023
Q1 | $320K | Hold |
|
|||||
|
2022
Q4 | $318K | Hold |
|
|||||
|
2022
Q3 | $285K | Hold |
|
|||||
|
2022
Q2 | $304K | Sell |
|
|||||
|
2022
Q1 | $389K | Buy |
|
|||||
|
2021
Q4 | $382K | Hold |
|
|||||
|
2021
Q3 | $356K | Sell |
|
|||||
|
2021
Q2 | $384K | Buy |
|
|||||
|
2021
Q1 | $332K | Sell |
|
|||||
|
2020
Q4 | $302K | Hold |
|
|||||
|
2020
Q3 | $261K | Sell |
|
|||||
|
2020
Q2 | $286K | Sell |
|
|||||
|
2020
Q1 | $335K | Buy |
|
|||||
|
2019
Q4 | $371K | Buy |
|
|||||
|
2019
Q3 | $342K | Buy |
|
|||||
|
2019
Q2 | $315K | Buy |
|
|||||
|
2019
Q1 | $288K | Sell |
|
|||||
|
2018
Q4 | $575K | Buy |
|