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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
|
|||||
|
2025
Q2 | $1.25M | Sell |
|
|||||
|
2025
Q1 | $1.25M | Buy |
|
|||||
|
2024
Q4 | $1.36M | Buy |
|
|||||
|
2024
Q3 | $1.37M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.38M | Sell |
|
|||||
|
2023
Q4 | $1.53M | Sell |
|
|||||
|
2023
Q3 | $2.66M | Buy |
|
|||||
|
2023
Q2 | $1.38M | Sell |
|
|||||
|
2023
Q1 | $1.39M | Sell |
|
|||||
|
2022
Q4 | $1.44M | Buy |
|
|||||
|
2022
Q3 | $1.32M | Sell |
|
|||||
|
2022
Q2 | $1.51M | Buy |
|
|||||
|
2022
Q1 | $923K | Buy |
|
|||||
|
2021
Q4 | $841K | Buy |
|
|||||
|
2021
Q3 | $785K | Sell |
|
|||||
|
2021
Q2 | $826K | Sell |
|
|||||
|
2021
Q1 | $807K | Buy |
|
|||||
|
2020
Q4 | $660K | Buy |
|
|||||
|
2020
Q3 | $268K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $2.19K | Buy |
|
|||||
|
2019
Q1 | $203K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $235K | Hold |
|
|||||
|
2018
Q1 | $217K | Buy |
|
|||||
|
2017
Q4 | $223K | Buy |
|
|||||
|
2017
Q3 | $221K | Buy |
|
|||||
|
2017
Q2 | $210K | Sell |
|
|||||
|
2017
Q1 | $212K | Buy |
|