Meridian Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
14,283
-45,219
| -76% | -$9.76M | 0.13% | 159 |
|
|
2025
Q1 | $11.9M | Sell |
59,502
-1,249
| -2% | -$249K | 0.57% | 33 |
|
|
2024
Q4 | $13.4M | Sell |
60,751
-3,167
| -5% | -$700K | 0.64% | 28 |
|
|
2024
Q3 | $14.1M | Buy |
+63,918
| New | +$14.1M | 0.69% | 27 |
|
|
2024
Q2 | – | Sell |
-60,380
| Closed | -$12.7M | – | 418 |
|
|
2024
Q1 | $12.7M | Sell |
60,380
-3,087
| -5% | -$649K | 2.11% | 8 |
|
|
2023
Q4 | $12.7M | Sell |
63,467
-62,627
| -50% | -$12.6M | 0.81% | 16 |
|
|
2023
Q3 | $22.3M | Buy |
126,094
+71,333
| +130% | +$12.6M | 1.37% | 10 |
|
|
2023
Q2 | $10.3M | Buy |
54,761
+2,386
| +5% | +$447K | 0.86% | 16 |
|
|
2023
Q1 | $9.34M | Sell |
52,375
-615
| -1% | -$110K | 0.81% | 16 |
|
|
2022
Q4 | $9.24M | Buy |
52,990
+55
| +0.1% | +$9.59K | 0.9% | 14 |
|
|
2022
Q3 | $8.73M | Buy |
52,935
+783
| +2% | +$129K | 0.94% | 16 |
|
|
2022
Q2 | $8.83M | Buy |
52,152
+204
| +0.4% | +$34.5K | 0.72% | 22 |
|
|
2022
Q1 | $10.7M | Sell |
51,948
-3,537
| -6% | -$726K | 1.17% | 15 |
|
|
2021
Q4 | $12.3M | Buy |
55,485
+6,116
| +12% | +$1.36M | 1.32% | 13 |
|
|
2021
Q3 | $10.8M | Buy |
49,369
+7,251
| +17% | +$1.59M | 1.33% | 12 |
|
|
2021
Q2 | $9.66M | Buy |
42,118
+2,836
| +7% | +$651K | 1.23% | 13 |
|
|
2021
Q1 | $8.68M | Buy |
39,282
+4,070
| +12% | +$899K | 1.26% | 12 |
|
|
2020
Q4 | $6.9M | Buy |
35,212
+5,915
| +20% | +$1.16M | 1.1% | 17 |
|
|
2020
Q3 | $4.39M | Sell |
29,297
-1,517
| -5% | -$227K | 1.08% | 18 |
|
|
2020
Q2 | $4.41M | Buy |
30,814
+24,142
| +362% | +$3.46M | 1.48% | 14 |
|
|
2020
Q1 | $759K | Buy |
6,672
+3,680
| +123% | +$419K | 0.34% | 63 |
|
|
2019
Q4 | $495K | Buy |
2,992
+82
| +3% | +$13.6K | 0.24% | 87 |
|
|
2019
Q3 | $440K | Sell |
2,910
-558
| -16% | -$84.4K | 0.21% | 99 |
|
|
2019
Q2 | $5.39K | Buy |
3,468
+12
| +0.3% | +$19 | 0.22% | 76 |
|
|
2019
Q1 | $529K | Buy |
3,456
+450
| +15% | +$68.9K | 0.24% | 78 |
|
|
2018
Q4 | $403K | Sell |
3,006
-1,176
| -28% | -$158K | 0.24% | 86 |
|
|
2018
Q3 | $705K | Buy |
4,182
+1,052
| +34% | +$177K | 0.3% | 56 |
|
|
2018
Q2 | $513K | Sell |
3,130
-293
| -9% | -$48K | 0.24% | 84 |
|
|
2018
Q1 | $520K | Buy |
3,423
+310
| +10% | +$47.1K | 0.26% | 80 |
|
|
2017
Q4 | $478K | Buy |
3,113
+991
| +47% | +$152K | 0.29% | 79 |
|
|
2017
Q3 | $317K | Buy |
2,122
+349
| +20% | +$52.1K | 0.2% | 115 |
|
|
2017
Q2 | $250K | Buy |
1,773
+62
| +4% | +$8.74K | 0.16% | 138 |
|
|
2017
Q1 | $235K | Buy |
+1,711
| New | +$235K | 0.14% | 146 |
|