Meridian Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.51M | Buy |
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|
2025
Q2 | $3.08M | Sell |
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|
2025
Q1 | $11.9M | Sell |
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|
2024
Q4 | $13.4M | Sell |
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|
2024
Q3 | $14.1M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $12.7M | Sell |
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|
2023
Q4 | $12.7M | Sell |
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|
2023
Q3 | $22.3M | Buy |
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|
2023
Q2 | $10.3M | Buy |
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|
2023
Q1 | $9.34M | Sell |
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|
2022
Q4 | $9.24M | Buy |
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|
2022
Q3 | $8.73M | Buy |
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|
2022
Q2 | $8.83M | Buy |
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|
2022
Q1 | $10.7M | Sell |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $9.66M | Buy |
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|
2021
Q1 | $8.68M | Buy |
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|
2020
Q4 | $6.9M | Buy |
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|
2020
Q3 | $4.39M | Sell |
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|
2020
Q2 | $4.41M | Buy |
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|
2020
Q1 | $759K | Buy |
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|
2019
Q4 | $495K | Buy |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $5.39K | Buy |
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|
2019
Q1 | $529K | Buy |
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|
2018
Q4 | $403K | Sell |
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|
2018
Q3 | $705K | Buy |
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|
2018
Q2 | $513K | Sell |
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|
2018
Q1 | $520K | Buy |
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|
2017
Q4 | $478K | Buy |
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|
2017
Q3 | $317K | Buy |
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|
2017
Q2 | $250K | Buy |
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|
2017
Q1 | $235K | Buy |
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