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 Q2	$1.72M	Buy	5,731 +1,062	+23%	+$298K	0.2%	76
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meridian Wealth Advisors's IWM Position: Q2 2026 in Review

Meridian Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 23% in Q2 2026, buying an estimated $298K and bringing the position to 5,731 shares worth $1.72M. The position accounts for 0.2% of the portfolio, ranked #76.

Meridian Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.41M in Q4 2019. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Meridian Wealth Advisors held 5,731 shares of iShares Russell 2000 ETF worth $1.72M as of Q2 2026.
Meridian Wealth Advisors bought 1,062 iShares Russell 2000 ETF shares in Q2 2026, an estimated $298K.
iShares Russell 2000 ETF made up 0.2% of Meridian Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Meridian Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 23 quarters since.
Meridian Wealth Advisors's iShares Russell 2000 ETF position peaked at $4.41M in Q4 2019.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.