Meridian Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Buy |
40,545
+555
| +1% | +$120K | 1.27% | 18 |
|
|
2025
Q1 | $7.98M | Sell |
39,990
-2,006
| -5% | -$400K | 1.27% | 20 |
|
|
2024
Q4 | $9.28M | Sell |
41,996
-287
| -0.7% | -$63.4K | 1.41% | 18 |
|
|
2024
Q3 | $9.34M | Sell |
42,283
-8,030
| -16% | -$1.77M | 1.45% | 17 |
|
|
2024
Q2 | $10.2M | Buy |
50,313
+2,981
| +6% | +$605K | 1.8% | 12 |
|
|
2024
Q1 | $9.95M | Buy |
47,332
+1,587
| +3% | +$334K | 1.8% | 13 |
|
|
2023
Q4 | $9.18M | Buy |
45,745
+7
| +0% | +$1.41K | 1.75% | 14 |
|
|
2023
Q3 | $8.08M | Buy |
45,738
+330
| +0.7% | +$58.3K | 1.68% | 14 |
|
|
2023
Q2 | $8.5M | Buy |
45,408
+2,938
| +7% | +$550K | 1.75% | 14 |
|
|
2023
Q1 | $7.58M | Buy |
42,470
+2,044
| +5% | +$365K | 1.65% | 14 |
|
|
2022
Q4 | $7.05M | Buy |
40,426
+1,234
| +3% | +$215K | 1.63% | 14 |
|
|
2022
Q3 | $6.46M | Buy |
39,192
+1,063
| +3% | +$175K | 1.62% | 14 |
|
|
2022
Q2 | $6.46M | Buy |
38,129
+1,439
| +4% | +$244K | 1.53% | 15 |
|
|
2022
Q1 | $7.53M | Buy |
36,690
+3,065
| +9% | +$629K | 1.58% | 14 |
|
|
2021
Q4 | $7.48M | Buy |
33,625
+319
| +1% | +$71K | 1.5% | 16 |
|
|
2021
Q3 | $7.29M | Buy |
33,306
+541
| +2% | +$118K | 1.58% | 16 |
|
|
2021
Q2 | $7.52M | Buy |
32,765
+892
| +3% | +$205K | 1.75% | 12 |
|
|
2021
Q1 | $7.04M | Sell |
31,873
-47,944
| -60% | -$10.6M | 2.12% | 11 |
|
|
2020
Q4 | $15.6M | Buy |
79,817
+5
| +0% | +$980 | 6.46% | 5 |
|
|
2020
Q3 | $12M | Buy |
79,812
+387
| +0.5% | +$58K | 6.03% | 6 |
|
|
2020
Q2 | $11.4M | Buy |
79,425
+54,602
| +220% | +$7.82M | 6.11% | 5 |
|
|
2020
Q1 | $2.84M | Buy |
+24,823
| New | +$2.84M | 1.69% | 12 |
|