Meridian Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Meridian Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Sell	8,830 -489	-5%	-$64.6K	0.05%	284
2025 Q1	$1.17M	Buy	9,319 +158	+2%	+$19.9K	0.06%	260
2024 Q4	$1.18M	Buy	9,161 +75	+0.8%	+$9.7K	0.06%	261
2024 Q3	$1.2M	Buy	+9,086	New	+$1.2M	0.06%	253
2024 Q2	–	Sell	-10,009	Closed	-$1.25M	–	423
2024 Q1	$1.25M	Sell	10,009 -344	-3%	-$43.1K	0.21%	78
2023 Q4	$1.2M	Sell	10,353 -10,191	-50%	-$1.19M	0.08%	231
2023 Q3	$2.14M	Buy	20,544 +10,981	+115%	+$1.15M	0.13%	145
2023 Q2	$1.05M	Buy	9,563 +3,470	+57%	+$381K	0.09%	187
2023 Q1	$647K	Buy	6,093 +356	+6%	+$37.8K	0.06%	280
2022 Q4	$604K	Buy	5,737 +32	+0.6%	+$3.37K	0.06%	274
2022 Q3	$548K	Sell	5,705 -560	-9%	-$53.8K	0.06%	260
2022 Q2	$636K	Buy	6,265 +2,608	+71%	+$265K	0.05%	302
2022 Q1	$438K	Hold	3,657	–	–	0.05%	260
2021 Q4	$448K	Buy	3,657 +1,457	+66%	+$178K	0.05%	258
2021 Q3	$249K	Hold	2,200	–	–	0.03%	336
2021 Q2	$253K	Buy	2,200 +2	+0.1%	+$230	0.03%	334
2021 Q1	$240K	Sell	2,198 -500	-19%	-$54.6K	0.03%	315
2020 Q4	$261K	Buy	2,698 +8	+0.3%	+$774	0.04%	273
2020 Q3	$217K	Buy	+2,690	New	+$217K	0.05%	225
2019 Q3	–	Sell	-2,164	Closed	-$1.93K	–	344
2019 Q2	$1.93K	Sell	2,164 -2,030	-48%	-$1.81K	0.08%	210
2019 Q1	$364K	Buy	4,194 +50	+1%	+$4.34K	0.17%	112
2018 Q4	$316K	Buy	4,144 +100	+2%	+$7.63K	0.19%	109
2018 Q3	$365K	Sell	4,044 -1,970	-33%	-$178K	0.16%	113
2018 Q2	$532K	Sell	6,014 -2,823	-32%	-$250K	0.25%	80
2018 Q1	$764K	Sell	8,837 -2,881	-25%	-$249K	0.38%	51
2017 Q4	$1M	Buy	11,718 +17	+0.1%	+$1.46K	0.62%	32
2017 Q3	$994K	Sell	11,701 -1,412	-11%	-$120K	0.63%	30
2017 Q2	$1.1M	Sell	13,113 -33,261	-72%	-$2.8M	0.7%	23
2017 Q1	$3.85M	Sell	46,374 -2,894	-6%	-$240K	2.31%	11
2016 Q4	$3.96M	Buy	+49,268	New	+$3.96M	3.14%	9