Meridian Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Buy |
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|
2025
Q1 | $946K | Buy |
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|
2024
Q4 | $923K | Sell |
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|
2024
Q3 | $955K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $939K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.09M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q3 | $661K | Sell |
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|
2021
Q2 | $917K | Sell |
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|
2021
Q1 | $883K | Sell |
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|
2020
Q4 | $939K | Sell |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $2.91K | Buy |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | $251K | Buy |
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|
2018
Q3 | $244K | Sell |
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|
2018
Q2 | $296K | Hold |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $283K | Buy |
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|
2017
Q1 | $272K | Buy |
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|
2016
Q4 | $236K | Buy |
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