Meridian Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Hold |
1,111
| – | – | 0.05% | 79 |
|
|
2025
Q1 | $341K | Hold |
1,111
| – | – | 0.05% | 77 |
|
|
2024
Q4 | $358K | Hold |
1,111
| – | – | 0.05% | 80 |
|
|
2024
Q3 | $349K | Hold |
1,111
| – | – | 0.05% | 78 |
|
|
2024
Q2 | $331K | Hold |
1,111
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $320K | Hold |
1,111
| – | – | 0.06% | 79 |
|
|
2023
Q4 | $291K | Hold |
1,111
| – | – | 0.06% | 76 |
|
|
2023
Q3 | $261K | Buy |
1,111
+161
| +17% | +$37.8K | 0.05% | 79 |
|
|
2023
Q2 | $232K | Hold |
950
| – | – | 0.05% | 83 |
|
|
2023
Q1 | $214K | Sell |
950
-175
| -16% | -$39.4K | 0.05% | 85 |
|
|
2022
Q4 | $237K | Hold |
1,125
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $222K | Hold |
1,125
| – | – | 0.06% | 74 |
|
|
2022
Q2 | $234K | Buy |
1,125
+175
| +18% | +$36.4K | 0.06% | 70 |
|
|
2022
Q1 | $238K | Hold |
950
| – | – | 0.05% | 72 |
|
|
2021
Q4 | $251K | Hold |
950
| – | – | 0.05% | 72 |
|
|
2021
Q3 | $230K | Hold |
950
| – | – | 0.05% | 69 |
|
|
2021
Q2 | $230K | Hold |
950
| – | – | 0.05% | 70 |
|
|
2021
Q1 | $213K | Hold |
950
| – | – | 0.06% | 70 |
|
|
2020
Q4 | $201K | Hold |
950
| – | – | 0.08% | 63 |
|
|
2020
Q3 | $178K | Hold |
950
| – | – | 0.09% | 62 |
|
|
2020
Q2 | $163K | Sell |
950
-50
| -5% | -$8.58K | 0.09% | 66 |
|
|
2020
Q1 | $142K | Hold |
1,000
| – | – | 0.08% | 66 |
|
|
2019
Q4 | $178K | Buy |
+1,000
| New | +$178K | 0.11% | 67 |
|