Meridian Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
+4,800
| New | +$1.04M | 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% | -$2.62K | 0.09% | 132 |
|
|
2023
Q1 | $351K | Sell |
1,970
-388
| -16% | -$69.2K | 0.09% | 134 |
|
|
2022
Q4 | $411K | Sell |
2,358
-529
| -18% | -$92.2K | 0.11% | 125 |
|
|
2022
Q3 | $476K | Sell |
2,887
-1,619
| -36% | -$267K | 0.13% | 116 |
|
|
2022
Q2 | $763K | Sell |
4,506
-2,268
| -33% | -$384K | 0.2% | 95 |
|
|
2022
Q1 | $1.39M | Sell |
6,774
-1,094
| -14% | -$225K | 0.32% | 68 |
|
|
2021
Q4 | $1.75M | Buy |
7,868
+98
| +1% | +$21.8K | 0.43% | 61 |
|
|
2021
Q3 | $1.7M | Buy |
7,770
+25
| +0.3% | +$5.47K | 0.47% | 58 |
|
|
2021
Q2 | $1.78M | Buy |
7,745
+1,091
| +16% | +$250K | 0.5% | 55 |
|
|
2021
Q1 | $1.47M | Buy |
6,654
+1,627
| +32% | +$359K | 0.49% | 56 |
|
|
2020
Q4 | $986K | Buy |
5,027
+247
| +5% | +$48.4K | 0.36% | 61 |
|
|
2020
Q3 | $716K | Sell |
4,780
-167
| -3% | -$25K | 0.31% | 70 |
|
|
2020
Q2 | $708K | Sell |
4,947
-149
| -3% | -$21.3K | 0.33% | 70 |
|
|
2020
Q1 | $583K | Sell |
5,096
-21,546
| -81% | -$2.46M | 0.32% | 67 |
|
|
2019
Q4 | $4.41M | Buy |
26,642
+3,191
| +14% | +$529K | 1.74% | 13 |
|
|
2019
Q3 | $3.55M | Buy |
+23,451
| New | +$3.55M | 1.52% | 15 |
|
|
2019
Q1 | – | Sell |
-2,055
| Closed | -$275K | – | 265 |
|
|
2018
Q4 | $275K | Buy |
+2,055
| New | +$275K | 0.21% | 96 |
|