Meridian Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
37,345
+4,266
| +13% | +$592K | 0.22% | 101 |
|
|
2025
Q1 | $3.89M | Buy |
33,079
+6,503
| +24% | +$764K | 0.19% | 124 |
|
|
2024
Q4 | $3.37M | Buy |
26,576
+11,592
| +77% | +$1.47M | 0.16% | 135 |
|
|
2024
Q3 | $1.76M | Buy |
+14,984
| New | +$1.76M | 0.09% | 198 |
|
|
2024
Q2 | – | Sell |
-14,551
| Closed | -$1.66M | – | 421 |
|
|
2024
Q1 | $1.66M | Buy |
14,551
+585
| +4% | +$66.8K | 0.28% | 60 |
|
|
2023
Q4 | $1.46M | Sell |
13,966
-2,036
| -13% | -$213K | 0.09% | 209 |
|
|
2023
Q3 | $1.46M | Buy |
16,002
+6,621
| +71% | +$605K | 0.09% | 189 |
|
|
2023
Q2 | $906K | Sell |
9,381
-244
| -3% | -$23.6K | 0.08% | 218 |
|
|
2023
Q1 | $876K | Buy |
9,625
+11
| +0.1% | +$1K | 0.08% | 226 |
|
|
2022
Q4 | $804K | Buy |
9,614
+576
| +6% | +$48.2K | 0.08% | 226 |
|
|
2022
Q3 | $709K | Sell |
9,038
-43
| -0.5% | -$3.37K | 0.08% | 227 |
|
|
2022
Q2 | $719K | Buy |
9,081
+1,949
| +27% | +$154K | 0.06% | 285 |
|
|
2022
Q1 | $717K | Buy |
7,132
+3
| +0% | +$302 | 0.08% | 191 |
|
|
2021
Q4 | $821K | Sell |
7,129
-46
| -0.6% | -$5.3K | 0.09% | 179 |
|
|
2021
Q3 | $804K | Sell |
7,175
-4,376
| -38% | -$490K | 0.1% | 169 |
|
|
2021
Q2 | $1.31M | Sell |
11,551
-229
| -2% | -$25.9K | 0.17% | 118 |
|
|
2021
Q1 | $1.2M | Sell |
11,780
-168
| -1% | -$17.1K | 0.18% | 115 |
|
|
2020
Q4 | $1.23M | Buy |
11,948
+1,810
| +18% | +$186K | 0.19% | 97 |
|
|
2020
Q3 | $875K | Buy |
+10,138
| New | +$875K | 0.21% | 93 |
|
|
2019
Q3 | – | Sell |
-844
| Closed | -$601 | – | 343 |
|
|
2019
Q2 | $601 | Buy |
+844
| New | +$601 | 0.02% | 345 |
|