Meridian Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Meridian Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.41M	Sell	8,042 -75	-0.9%	-$31.8K	0.15%	149
2025 Q1	$2.93M	Sell	8,117 -201	-2%	-$72.6K	0.14%	152
2024 Q4	$3.34M	Sell	8,318 -111	-1%	-$44.6K	0.16%	137
2024 Q3	$3.16M	Buy	+8,429	New	+$3.16M	0.16%	141
2024 Q2	–	Sell	-8,588	Closed	-$2.89M	–	417
2024 Q1	$2.89M	Buy	8,588 +77	+0.9%	+$26K	0.48%	40
2023 Q4	$2.58M	Sell	8,511 -6,395	-43%	-$1.94M	0.16%	141
2023 Q3	$3.97M	Buy	14,906 +7,357	+97%	+$1.96M	0.24%	89
2023 Q2	$2.08M	Sell	7,549 -778	-9%	-$214K	0.18%	118
2023 Q1	$2.03M	Buy	8,327 +218	+3%	+$53.3K	0.18%	123
2022 Q4	$1.74M	Buy	8,109 +70	+0.9%	+$15K	0.17%	130
2022 Q3	$1.69M	Sell	8,039 -188	-2%	-$39.5K	0.18%	121
2022 Q2	$1.8M	Buy	8,227 +2,863	+53%	+$626K	0.15%	157
2022 Q1	$1.49M	Buy	5,364 +426	+9%	+$118K	0.16%	114
2021 Q4	$1.51M	Buy	4,938 +488	+11%	+$149K	0.16%	120
2021 Q3	$1.22M	Hold	4,450	–	–	0.15%	131
2021 Q2	$1.21M	Buy	4,450 +52	+1%	+$14.1K	0.15%	131
2021 Q1	$1.07M	Sell	4,398 -294	-6%	-$71.5K	0.16%	127
2020 Q4	$1.13M	Buy	4,692 +487	+12%	+$117K	0.18%	106
2020 Q3	$912K	Buy	4,205 +1,176	+39%	+$255K	0.22%	92
2020 Q2	$581K	Buy	3,029 +7	+0.2%	+$1.34K	0.19%	113
2020 Q1	$455K	Sell	3,022 -38	-1%	-$5.72K	0.2%	116
2019 Q4	$538K	Sell	3,060 -22	-0.7%	-$3.87K	0.26%	76
2019 Q3	$492K	Sell	3,082 -2	-0.1%	-$319	0.23%	85
2019 Q2	$4.85K	Buy	3,084 +1,517	+97%	+$2.39K	0.2%	87
2019 Q1	$237K	Sell	1,567 -1,524	-49%	-$230K	0.11%	164
2018 Q4	$405K	Buy	3,091 +1,469	+91%	+$192K	0.24%	84
2018 Q3	$253K	Sell	1,622 -1,522	-48%	-$237K	0.11%	143
2018 Q2	$452K	Buy	3,144 +1	+0%	+$144	0.21%	101
2018 Q1	$428K	Buy	3,143 +1,522	+94%	+$207K	0.21%	94
2017 Q4	$203K	Hold	1,621	–	–	0.13%	164
2017 Q3	$203K	Sell	1,621 -63	-4%	-$7.89K	0.13%	162
2017 Q2	$200K	Buy	+1,684	New	+$200K	0.13%	161