Meridian Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Sell |
7,846
-836
| -10% | -$162K | 0.05% | 276 |
|
|
2025
Q4 | $1.57M | Buy |
8,682
+1,344
| +18% | +$241K | 0.06% | 264 |
|
|
2025
Q3 | $1.3M | Sell |
7,338
-593
| -7% | -$100K | 0.05% | 281 |
|
|
2025
Q2 | $1.25M | Sell |
7,931
-379
| -5% | -$56.4K | 0.05% | 271 |
|
|
2025
Q1 | $1.25M | Buy |
8,310
+25
| +0.3% | +$4.04K | 0.06% | 245 |
|
|
2024
Q4 | $1.36M | Buy |
8,285
+99
| +1% | +$16.9K | 0.06% | 234 |
|
|
2024
Q3 | $1.37M | Buy |
+8,186
| New | +$1.33M | 0.07% | 227 |
|
|
2024
Q2 | – | Sell |
-8,688
| Closed | -$1.38M | – | 420 |
|
|
2024
Q1 | $1.38M | Sell |
8,688
-1,139
| -12% | -$172K | 0.23% | 71 |
|
|
2023
Q4 | $1.53M | Sell |
9,827
-9,795
| -50% | -$1.36M | 0.1% | 199 |
|
|
2023
Q3 | $2.66M | Buy |
19,622
+9,813
| +100% | +$1.41M | 0.16% | 123 |
|
|
2023
Q2 | $1.38M | Sell |
9,809
-313
| -3% | -$42.3K | 0.12% | 157 |
|
|
2023
Q1 | $1.39M | Sell |
10,122
-255
| -2% | -$37K | 0.12% | 162 |
|
|
2022
Q4 | $1.44M | Buy |
10,377
+168
| +2% | +$23.7K | 0.14% | 144 |
|
|
2022
Q3 | $1.32M | Sell |
10,209
-908
| -8% | -$131K | 0.14% | 149 |
|
|
2022
Q2 | $1.51M | Buy |
11,117
+5,401
| +94% | +$804K | 0.12% | 181 |
|
|
2022
Q1 | $923K | Buy |
5,716
+649
| +13% | +$103K | 0.1% | 162 |
|
|
2021
Q4 | $841K | Buy |
5,067
+167
| +3% | +$27.8K | 0.09% | 177 |
|
|
2021
Q3 | $785K | Sell |
4,900
-80
| -2% | -$12.9K | 0.1% | 174 |
|
|
2021
Q2 | $826K | Sell |
4,980
-78
| -2% | -$12.9K | 0.11% | 165 |
|
|
2021
Q1 | $807K | Buy |
5,058
+42
| +0.8% | +$6.35K | 0.12% | 155 |
|
|
2020
Q4 | $660K | Buy |
5,016
+2,309
| +85% | +$273K | 0.1% | 156 |
|
|
2020
Q3 | $268K | Buy |
+2,707
| New | +$275K | 0.07% | 200 |
|
|
2019
Q3 | – | Sell |
-1,819
| Closed | -$2.19K | – | 341 |
|
|
2019
Q2 | $2.19K | Buy |
1,819
+124
| +7% | +$15K | 0.09% | 187 |
|
|
2019
Q1 | $203K | Buy |
+1,695
| New | +$202K | 0.09% | 188 |
|
|
2018
Q3 | – | Sell |
-1,781
| Closed | -$235K | – | 180 |
|
|
2018
Q2 | $235K | Hold |
1,781
| – | – | 0.11% | 160 |
|
|
2018
Q1 | $217K | Buy |
1,781
+2
| +0.1% | +$250 | 0.11% | 165 |
|
|
2017
Q4 | $223K | Buy |
1,779
+6
| +0.3% | +$750 | 0.14% | 157 |
|
|
2017
Q3 | $221K | Buy |
1,773
+3
| +0.2% | +$354 | 0.14% | 150 |
|
|
2017
Q2 | $210K | Sell |
1,770
-23
| -1% | -$2.7K | 0.13% | 158 |
|
|
2017
Q1 | $212K | Buy |
+1,793
| New | +$213K | 0.13% | 154 |
|
Other funds holding IWN
TWIM
DADC
TCIIS
VNIM
Meridian Wealth Management's IWN Position: Q1 2026 in Review
Meridian Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 9.6% in Q1 2026, selling an estimated $162K and leaving 7,846 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #276.
Meridian Wealth Management first reported a position in IWN in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.66M in Q3 2023. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.
- Meridian Wealth Management held 7,846 shares of iShares Russell 2000 Value ETF worth $1.49M as of Q1 2026.
- Meridian Wealth Management sold 836 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $162K.
- iShares Russell 2000 Value ETF made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #276 holding.
- Meridian Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q1 2017 and has held it in 30 quarters since.
- Meridian Wealth Management's iShares Russell 2000 Value ETF position peaked at $2.66M in Q3 2023.
- 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.