Meridian Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
20,962
+112
| +0.5% | +$10.3K | 0.08% | 208 |
|
|
2025
Q1 | $1.77M | Sell |
20,850
-33
| -0.2% | -$2.81K | 0.09% | 198 |
|
|
2024
Q4 | $1.85M | Buy |
20,883
+95
| +0.5% | +$8.4K | 0.09% | 195 |
|
|
2024
Q3 | $1.83M | Buy |
+20,788
| New | +$1.83M | 0.09% | 190 |
|
|
2024
Q2 | – | Sell |
-22,830
| Closed | -$1.92M | – | 422 |
|
|
2024
Q1 | $1.92M | Sell |
22,830
-1,578
| -6% | -$133K | 0.32% | 55 |
|
|
2023
Q4 | $1.9M | Sell |
24,408
-24,262
| -50% | -$1.89M | 0.12% | 176 |
|
|
2023
Q3 | $3.37M | Buy |
48,670
+24,404
| +101% | +$1.69M | 0.21% | 101 |
|
|
2023
Q2 | $1.77M | Buy |
24,266
+8,280
| +52% | +$605K | 0.15% | 130 |
|
|
2023
Q1 | $1.12M | Sell |
15,986
-245
| -2% | -$17.1K | 0.1% | 189 |
|
|
2022
Q4 | $1.09M | Buy |
16,231
+177
| +1% | +$11.9K | 0.11% | 181 |
|
|
2022
Q3 | $998K | Buy |
16,054
+2
| +0% | +$124 | 0.11% | 185 |
|
|
2022
Q2 | $1.04M | Sell |
16,052
-1,546
| -9% | -$100K | 0.08% | 241 |
|
|
2022
Q1 | $1.37M | Sell |
17,598
-5,147
| -23% | -$402K | 0.15% | 124 |
|
|
2021
Q4 | $1.89M | Buy |
22,745
+6,061
| +36% | +$503K | 0.2% | 96 |
|
|
2021
Q3 | $1.31M | Buy |
16,684
+27
| +0.2% | +$2.11K | 0.16% | 124 |
|
|
2021
Q2 | $1.32M | Sell |
16,657
-961
| -5% | -$76.2K | 0.17% | 116 |
|
|
2021
Q1 | $1.3M | Buy |
17,618
+693
| +4% | +$51.3K | 0.19% | 105 |
|
|
2020
Q4 | $1.16M | Buy |
16,925
+5,552
| +49% | +$380K | 0.18% | 103 |
|
|
2020
Q3 | $652K | Buy |
11,373
+3,398
| +43% | +$195K | 0.16% | 121 |
|
|
2020
Q2 | $427K | Buy |
7,975
+1,409
| +21% | +$75.4K | 0.14% | 133 |
|
|
2020
Q1 | $283K | Sell |
6,566
-2,154
| -25% | -$92.8K | 0.13% | 157 |
|
|
2019
Q4 | $519K | Sell |
8,720
-804
| -8% | -$47.9K | 0.25% | 81 |
|
|
2019
Q3 | $533K | Sell |
9,524
-740
| -7% | -$41.4K | 0.25% | 77 |
|
|
2019
Q2 | $5.74K | Buy |
+10,264
| New | +$5.74K | 0.23% | 71 |
|
|
2019
Q1 | – | Sell |
-8,853
| Closed | -$412K | – | 208 |
|
|
2018
Q4 | $412K | Buy |
8,853
+541
| +7% | +$25.2K | 0.24% | 83 |
|
|
2018
Q3 | $458K | Sell |
8,312
-688
| -8% | -$37.9K | 0.2% | 95 |
|
|
2018
Q2 | $477K | Buy |
9,000
+656
| +8% | +$34.8K | 0.22% | 94 |
|
|
2018
Q1 | $431K | Sell |
8,344
-84
| -1% | -$4.34K | 0.22% | 93 |
|
|
2017
Q4 | $434K | Buy |
8,428
+2,844
| +51% | +$146K | 0.27% | 93 |
|
|
2017
Q3 | $276K | Buy |
5,584
+4
| +0.1% | +$198 | 0.18% | 131 |
|
|
2017
Q2 | $268K | Buy |
5,580
+176
| +3% | +$8.45K | 0.17% | 132 |
|
|
2017
Q1 | $253K | Buy |
5,404
+932
| +21% | +$43.6K | 0.15% | 137 |
|
|
2016
Q4 | $202K | Buy |
+4,472
| New | +$202K | 0.16% | 123 |
|