Meridian Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Hold |
1,322
| – | – | 0.02% | 461 |
|
|
2025
Q1 | $420K | Hold |
1,322
| – | – | 0.02% | 448 |
|
|
2024
Q4 | $442K | Hold |
1,322
| – | – | 0.02% | 434 |
|
|
2024
Q3 | $432K | Buy |
+1,322
| New | +$432K | 0.02% | 439 |
|
|
2024
Q2 | – | Sell |
-1,321
| Closed | -$396K | – | 424 |
|
|
2024
Q1 | $396K | Hold |
1,321
| – | – | 0.07% | 151 |
|
|
2023
Q4 | $362K | Sell |
1,321
-1,321
| -50% | -$362K | 0.02% | 450 |
|
|
2023
Q3 | $647K | Buy |
2,642
+1,371
| +108% | +$336K | 0.04% | 313 |
|
|
2023
Q2 | $323K | Hold |
1,271
| – | – | 0.03% | 418 |
|
|
2023
Q1 | $299K | Hold |
1,271
| – | – | 0.03% | 425 |
|
|
2022
Q4 | $280K | Sell |
1,271
-4
| -0.3% | -$883 | 0.03% | 432 |
|
|
2022
Q3 | $264K | Hold |
1,275
| – | – | 0.03% | 390 |
|
|
2022
Q2 | $277K | Buy |
1,275
+13
| +1% | +$2.82K | 0.02% | 448 |
|
|
2022
Q1 | $331K | Hold |
1,262
| – | – | 0.04% | 296 |
|
|
2021
Q4 | $350K | Hold |
1,262
| – | – | 0.04% | 294 |
|
|
2021
Q3 | $322K | Hold |
1,262
| – | – | 0.04% | 294 |
|
|
2021
Q2 | $323K | Hold |
1,262
| – | – | 0.04% | 292 |
|
|
2021
Q1 | $299K | Hold |
1,262
| – | – | 0.04% | 278 |
|
|
2020
Q4 | $282K | Hold |
1,262
| – | – | 0.04% | 264 |
|
|
2020
Q3 | $246K | Hold |
1,262
| – | – | 0.06% | 213 |
|
|
2020
Q2 | $227K | Buy |
+1,262
| New | +$227K | 0.08% | 194 |
|
|
2020
Q1 | – | Sell |
-1,262
| Closed | -$237K | – | 228 |
|
|
2019
Q4 | $237K | Hold |
1,262
| – | – | 0.11% | 176 |
|
|
2019
Q3 | $219K | Hold |
1,262
| – | – | 0.1% | 185 |
|
|
2019
Q2 | $2.18K | Hold |
1,262
| – | – | 0.09% | 191 |
|
|
2019
Q1 | $210K | Buy |
+1,262
| New | +$210K | 0.1% | 181 |
|
|
2018
Q3 | – | Sell |
-1,274
| Closed | -$207K | – | 181 |
|
|
2018
Q2 | $207K | Buy |
+1,274
| New | +$207K | 0.1% | 173 |
|
|
2018
Q1 | – | Sell |
-1,274
| Closed | -$202K | – | 187 |
|
|
2017
Q4 | $202K | Buy |
+1,274
| New | +$202K | 0.12% | 165 |
|