Meridian Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.68M | Buy |
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|
2025
Q2 | $1.47M | Hold |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $683K | Buy |
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|
2023
Q4 | $618K | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $894K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $283 | Sell |
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|
2019
Q1 | $231K | Buy |
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