Meridian Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.07M | Buy |
14,198
+3,799
| +37% | +$564K | 0.07% | 228 |
|
|
2025
Q4 | $1.47M | Buy |
10,399
+1,719
| +20% | +$240K | 0.05% | 276 |
|
|
2025
Q3 | $1.21M | Sell |
8,680
-150
| -2% | -$20.5K | 0.05% | 293 |
|
|
2025
Q2 | $1.17M | Sell |
8,830
-489
| -5% | -$61.3K | 0.05% | 284 |
|
|
2025
Q1 | $1.17M | Buy |
9,319
+158
| +2% | +$20.6K | 0.06% | 260 |
|
|
2024
Q4 | $1.18M | Buy |
9,161
+75
| +0.8% | +$10K | 0.06% | 261 |
|
|
2024
Q3 | $1.2M | Buy |
+9,086
| New | +$1.15M | 0.06% | 253 |
|
|
2024
Q2 | – | Sell |
-10,009
| Closed | -$1.25M | – | 424 |
|
|
2024
Q1 | $1.25M | Sell |
10,009
-344
| -3% | -$40.5K | 0.21% | 78 |
|
|
2023
Q4 | $1.2M | Sell |
10,353
-10,191
| -50% | -$1.09M | 0.08% | 231 |
|
|
2023
Q3 | $2.14M | Buy |
20,544
+10,981
| +115% | +$1.21M | 0.13% | 145 |
|
|
2023
Q2 | $1.05M | Buy |
9,563
+3,470
| +57% | +$366K | 0.09% | 187 |
|
|
2023
Q1 | $647K | Buy |
6,093
+356
| +6% | +$38.8K | 0.06% | 280 |
|
|
2022
Q4 | $604K | Buy |
5,737
+32
| +0.6% | +$3.36K | 0.06% | 274 |
|
|
2022
Q3 | $548K | Sell |
5,705
-560
| -9% | -$59.8K | 0.06% | 260 |
|
|
2022
Q2 | $636K | Buy |
6,265
+2,608
| +71% | +$292K | 0.05% | 302 |
|
|
2022
Q1 | $438K | Hold |
3,657
| – | – | 0.05% | 260 |
|
|
2021
Q4 | $448K | Buy |
3,657
+1,457
| +66% | +$174K | 0.05% | 258 |
|
|
2021
Q3 | $249K | Hold |
2,200
| – | – | 0.03% | 336 |
|
|
2021
Q2 | $253K | Buy |
2,200
+2
| +0.1% | +$229 | 0.03% | 334 |
|
|
2021
Q1 | $240K | Sell |
2,198
-500
| -19% | -$52.1K | 0.03% | 315 |
|
|
2020
Q4 | $261K | Buy |
2,698
+8
| +0.3% | +$721 | 0.04% | 273 |
|
|
2020
Q3 | $217K | Buy |
+2,690
| New | +$218K | 0.05% | 225 |
|
|
2019
Q3 | – | Sell |
-2,164
| Closed | -$1.93K | – | 344 |
|
|
2019
Q2 | $1.93K | Sell |
2,164
-2,030
| -48% | -$178K | 0.08% | 210 |
|
|
2019
Q1 | $364K | Buy |
4,194
+50
| +1% | +$4.22K | 0.17% | 112 |
|
|
2018
Q4 | $316K | Buy |
4,144
+100
| +2% | +$8.37K | 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% | -$248K | 0.25% | 80 |
|
|
2018
Q1 | $764K | Sell |
8,837
-2,881
| -25% | -$255K | 0.38% | 51 |
|
|
2017
Q4 | $1M | Buy |
11,718
+17
| +0.1% | +$1.48K | 0.62% | 32 |
|
|
2017
Q3 | $994K | Sell |
11,701
-1,412
| -11% | -$118K | 0.63% | 30 |
|
|
2017
Q2 | $1.1M | Sell |
13,113
-33,261
| -72% | -$2.77M | 0.7% | 23 |
|
|
2017
Q1 | $3.85M | Sell |
46,374
-2,894
| -6% | -$239K | 2.31% | 11 |
|
|
2016
Q4 | $3.96M | Buy |
+49,268
| New | +$3.84M | 3.14% | 9 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Meridian Wealth Management's IWS Position: Q1 2026 in Review
Meridian Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 37% in Q1 2026, buying an estimated $564K and bringing the position to 14,198 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #228.
Meridian Wealth Management first reported a position in IWS in Q4 2016 and has held it in 33 quarters since. The position peaked at $3.96M in Q4 2016. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Meridian Wealth Management held 14,198 shares of iShares Russell Mid-Cap Value ETF worth $2.07M as of Q1 2026.
- Meridian Wealth Management bought 3,799 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $564K.
- iShares Russell Mid-Cap Value ETF made up 0.07% of Meridian Wealth Management's portfolio in Q1 2026, its #228 holding.
- Meridian Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 33 quarters since.
- Meridian Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $3.96M in Q4 2016.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.