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Meridian Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Meridian Wealth Advisors’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 		$1.16M Sell
4,669
-178
-4% -$45.9K 0.15% 87
2025
Q4 		$1.19M Sell
4,847
-2
-0% -$492 0.17% 78
2025
Q3 		$1.17M Buy
4,849
+49
+1% +$11.2K 0.17% 77
2025
Q2 		$1.04M Buy
+4,800
New +$966K 0.16% 80
2023
Q4 		– Sell
-1,956
Closed -$346K – 179
2023
Q3 		$346K Hold
1,956
– – 0.09% 128
2023
Q2 		$366K Sell
1,956
-14
-0.7% -$2.5K 0.09% 132
2023
Q1 		$351K Sell
1,970
-388
-16% -$71.4K 0.09% 134
2022
Q4 		$411K Sell
2,358
-529
-18% -$94.1K 0.11% 125
2022
Q3 		$476K Sell
2,887
-1,619
-36% -$295K 0.13% 116
2022
Q2 		$763K Sell
4,506
-2,268
-33% -$418K 0.2% 95
2022
Q1 		$1.39M Sell
6,774
-1,094
-14% -$223K 0.32% 68
2021
Q4 		$1.75M Buy
7,868
+98
+1% +$22.1K 0.43% 61
2021
Q3 		$1.7M Buy
7,770
+25
+0.3% +$5.54K 0.47% 58
2021
Q2 		$1.78M Buy
7,745
+1,091
+16% +$245K 0.5% 55
2021
Q1 		$1.47M Buy
6,654
+1,627
+32% +$355K 0.49% 56
2020
Q4 		$986K Buy
5,027
+247
+5% +$43.2K 0.36% 61
2020
Q3 		$716K Sell
4,780
-167
-3% -$25.1K 0.31% 70
2020
Q2 		$708K Sell
4,947
-149
-3% -$19.6K 0.33% 70
2020
Q1 		$583K Sell
5,096
-21,546
-81% -$3.21M 0.32% 67
2019
Q4 		$4.41M Buy
26,642
+3,191
+14% +$504K 1.74% 13
2019
Q3 		$3.55M Buy
+23,451
New +$3.58M 1.52% 15
2019
Q1 		– Sell
-2,055
Closed -$275K – 265
2018
Q4 		$275K Buy
+2,055
New +$307K 0.21% 96

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Meridian Wealth Advisors's IWM Position: Q1 2026 in Review

Meridian Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.7% in Q1 2026, selling an estimated $45.9K and leaving 4,669 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #87.

Meridian Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.41M in Q4 2019. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Meridian Wealth Advisors held 4,669 shares of iShares Russell 2000 ETF worth $1.16M as of Q1 2026.
  • Meridian Wealth Advisors sold 178 iShares Russell 2000 ETF shares in Q1 2026, an estimated $45.9K.
  • iShares Russell 2000 ETF made up 0.15% of Meridian Wealth Advisors's portfolio in Q1 2026, its #87 holding.
  • Meridian Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 22 quarters since.
  • Meridian Wealth Advisors's iShares Russell 2000 ETF position peaked at $4.41M in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.