Meridian Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
4,323
| – | – | 0.06% | 242 |
|
|
2025
Q1 | $1.33M | Buy |
4,323
+123
| +3% | +$37.7K | 0.06% | 232 |
|
|
2024
Q4 | $1.35M | Sell |
4,200
-11
| -0.3% | -$3.54K | 0.06% | 236 |
|
|
2024
Q3 | $1.32M | Buy |
+4,211
| New | +$1.32M | 0.07% | 230 |
|
|
2024
Q2 | – | Sell |
-2,371
| Closed | -$683K | – | 415 |
|
|
2024
Q1 | $683K | Buy |
2,371
+14
| +0.6% | +$4.03K | 0.11% | 117 |
|
|
2023
Q4 | $618K | Sell |
2,357
-2,389
| -50% | -$627K | 0.04% | 337 |
|
|
2023
Q3 | $1.11M | Buy |
4,746
+2,543
| +115% | +$597K | 0.07% | 219 |
|
|
2023
Q2 | $537K | Sell |
2,203
-3,687
| -63% | -$899K | 0.05% | 310 |
|
|
2023
Q1 | $1.33M | Sell |
5,890
-520
| -8% | -$117K | 0.12% | 165 |
|
|
2022
Q4 | $1.35M | Buy |
6,410
+1,881
| +42% | +$396K | 0.13% | 152 |
|
|
2022
Q3 | $894K | Buy |
+4,529
| New | +$894K | 0.1% | 202 |
|
|
2019
Q3 | – | Sell |
-174
| Closed | -$283 | – | 340 |
|
|
2019
Q2 | $283 | Sell |
174
-1,355
| -89% | -$2.2K | 0.01% | 470 |
|
|
2019
Q1 | $231K | Buy |
+1,529
| New | +$231K | 0.11% | 168 |
|