Meridian Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
5,191
-99
| -2% | -$28.3K | 0.06% | 240 |
|
|
2025
Q1 | $1.35M | Sell |
5,290
-126
| -2% | -$32.2K | 0.07% | 228 |
|
|
2024
Q4 | $1.56M | Buy |
5,416
+116
| +2% | +$33.4K | 0.07% | 218 |
|
|
2024
Q3 | $1.51M | Buy |
+5,300
| New | +$1.51M | 0.07% | 214 |
|
|
2024
Q2 | – | Sell |
-6,104
| Closed | -$1.65M | – | 420 |
|
|
2024
Q1 | $1.65M | Buy |
6,104
+6
| +0.1% | +$1.63K | 0.28% | 62 |
|
|
2023
Q4 | $1.54M | Sell |
6,098
-6,104
| -50% | -$1.54M | 0.1% | 197 |
|
|
2023
Q3 | $2.74M | Buy |
12,202
+3,255
| +36% | +$730K | 0.17% | 120 |
|
|
2023
Q2 | $2.17M | Sell |
8,947
-6,288
| -41% | -$1.53M | 0.18% | 114 |
|
|
2023
Q1 | $3.46M | Sell |
15,235
-162
| -1% | -$36.7K | 0.3% | 74 |
|
|
2022
Q4 | $3.3M | Sell |
15,397
-1,034
| -6% | -$222K | 0.32% | 70 |
|
|
2022
Q3 | $3.39M | Sell |
16,431
-545
| -3% | -$113K | 0.37% | 57 |
|
|
2022
Q2 | $3.5M | Buy |
16,976
+4,015
| +31% | +$828K | 0.29% | 88 |
|
|
2022
Q1 | $3.32M | Buy |
12,961
+196
| +2% | +$50.1K | 0.36% | 59 |
|
|
2021
Q4 | $3.74M | Buy |
12,765
+377
| +3% | +$110K | 0.4% | 50 |
|
|
2021
Q3 | $3.64M | Buy |
12,388
+399
| +3% | +$117K | 0.45% | 40 |
|
|
2021
Q2 | $3.74M | Buy |
11,989
+24
| +0.2% | +$7.48K | 0.48% | 40 |
|
|
2021
Q1 | $3.6M | Sell |
11,965
-173
| -1% | -$52K | 0.52% | 39 |
|
|
2020
Q4 | $3.48M | Buy |
12,138
+8,751
| +258% | +$2.51M | 0.55% | 37 |
|
|
2020
Q3 | $750K | Buy |
+3,387
| New | +$750K | 0.18% | 106 |
|
|
2019
Q3 | – | Sell |
-326
| Closed | -$656 | – | 342 |
|
|
2019
Q2 | $656 | Buy |
+326
| New | +$656 | 0.03% | 333 |
|