Meridian Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Buy |
105,634
+79,026
| +297% | +$7.89M | 0.36% | 57 |
|
|
2025
Q4 | $2.56M | Buy |
26,608
+6,373
| +31% | +$613K | 0.09% | 193 |
|
|
2025
Q3 | $1.95M | Sell |
20,235
-727
| -3% | -$68.9K | 0.07% | 220 |
|
|
2025
Q2 | $1.93M | Buy |
20,962
+112
| +0.5% | +$9.68K | 0.08% | 208 |
|
|
2025
Q1 | $1.77M | Sell |
20,850
-33
| -0.2% | -$2.94K | 0.09% | 198 |
|
|
2024
Q4 | $1.85M | Buy |
20,883
+95
| +0.5% | +$8.62K | 0.09% | 195 |
|
|
2024
Q3 | $1.83M | Buy |
+20,788
| New | +$1.75M | 0.09% | 190 |
|
|
2024
Q2 | – | Sell |
-22,830
| Closed | -$1.92M | – | 423 |
|
|
2024
Q1 | $1.92M | Sell |
22,830
-1,578
| -6% | -$125K | 0.32% | 55 |
|
|
2023
Q4 | $1.9M | Sell |
24,408
-24,262
| -50% | -$1.72M | 0.12% | 176 |
|
|
2023
Q3 | $3.37M | Buy |
48,670
+24,404
| +101% | +$1.78M | 0.21% | 101 |
|
|
2023
Q2 | $1.77M | Buy |
24,266
+8,280
| +52% | +$576K | 0.15% | 130 |
|
|
2023
Q1 | $1.12M | Sell |
15,986
-245
| -2% | -$17.3K | 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% | +$138 | 0.11% | 185 |
|
|
2022
Q2 | $1.04M | Sell |
16,052
-1,546
| -9% | -$110K | 0.08% | 241 |
|
|
2022
Q1 | $1.37M | Sell |
17,598
-5,147
| -23% | -$396K | 0.15% | 124 |
|
|
2021
Q4 | $1.89M | Buy |
22,745
+6,061
| +36% | +$497K | 0.2% | 96 |
|
|
2021
Q3 | $1.3M | Buy |
16,684
+27
| +0.2% | +$2.16K | 0.16% | 124 |
|
|
2021
Q2 | $1.32M | Sell |
16,657
-961
| -5% | -$74.5K | 0.17% | 116 |
|
|
2021
Q1 | $1.3M | Buy |
17,618
+693
| +4% | +$50.1K | 0.19% | 105 |
|
|
2020
Q4 | $1.16M | Buy |
16,925
+5,552
| +49% | +$354K | 0.18% | 103 |
|
|
2020
Q3 | $652K | Buy |
11,373
+3,398
| +43% | +$193K | 0.16% | 121 |
|
|
2020
Q2 | $427K | Buy |
7,975
+1,409
| +21% | +$70.6K | 0.14% | 133 |
|
|
2020
Q1 | $283K | Sell |
6,566
-2,154
| -25% | -$119K | 0.13% | 157 |
|
|
2019
Q4 | $519K | Sell |
8,720
-804
| -8% | -$46.2K | 0.25% | 81 |
|
|
2019
Q3 | $533K | Sell |
9,524
-740
| -7% | -$41.4K | 0.25% | 77 |
|
|
2019
Q2 | $5.74K | Buy |
+10,264
| New | +$563K | 0.23% | 71 |
|
|
2019
Q1 | – | Sell |
-8,853
| Closed | -$412K | – | 208 |
|
|
2018
Q4 | $412K | Buy |
8,853
+541
| +7% | +$27.3K | 0.24% | 83 |
|
|
2018
Q3 | $458K | Sell |
8,312
-688
| -8% | -$37.7K | 0.2% | 95 |
|
|
2018
Q2 | $477K | Buy |
9,000
+656
| +8% | +$34.5K | 0.22% | 94 |
|
|
2018
Q1 | $431K | Sell |
8,344
-84
| -1% | -$4.43K | 0.22% | 93 |
|
|
2017
Q4 | $434K | Buy |
8,428
+2,844
| +51% | +$144K | 0.27% | 93 |
|
|
2017
Q3 | $276K | Buy |
5,584
+4
| +0.1% | +$193 | 0.18% | 131 |
|
|
2017
Q2 | $268K | Buy |
5,580
+176
| +3% | +$8.35K | 0.17% | 132 |
|
|
2017
Q1 | $253K | Buy |
5,404
+932
| +21% | +$43.2K | 0.15% | 137 |
|
|
2016
Q4 | $202K | Buy |
+4,472
| New | +$196K | 0.16% | 123 |
|
Other funds holding IWR
Meridian Wealth Management's IWR Position: Q1 2026 in Review
Meridian Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 297% in Q1 2026, buying an estimated $7.89M and bringing the position to 105,634 shares worth $10.3M. The position accounts for 0.36% of the portfolio, ranked #57.
Meridian Wealth Management first reported a position in IWR in Q4 2016 and has held it in 36 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Meridian Wealth Management held 105,634 shares of iShares Russell Mid-Cap ETF worth $10.3M as of Q1 2026.
- Meridian Wealth Management bought 79,026 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $7.89M.
- iShares Russell Mid-Cap ETF made up 0.36% of Meridian Wealth Management's portfolio in Q1 2026, its #57 holding.
- Meridian Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.