Meridian Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.7M | Sell |
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|
2025
Q2 | $8.75M | Buy |
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|
2025
Q1 | $7.98M | Sell |
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|
2024
Q4 | $9.28M | Sell |
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|
2024
Q3 | $9.34M | Sell |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $9.95M | Buy |
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|
2023
Q4 | $9.18M | Buy |
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|
2023
Q3 | $8.08M | Buy |
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|
2023
Q2 | $8.5M | Buy |
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|
2023
Q1 | $7.58M | Buy |
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|
2022
Q4 | $7.05M | Buy |
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|
2022
Q3 | $6.46M | Buy |
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|
2022
Q2 | $6.46M | Buy |
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|
2022
Q1 | $7.53M | Buy |
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|
2021
Q4 | $7.48M | Buy |
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|
2021
Q3 | $7.29M | Buy |
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|
2021
Q2 | $7.51M | Buy |
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|
2021
Q1 | $7.04M | Sell |
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|
2020
Q4 | $15.6M | Buy |
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|
2020
Q3 | $12M | Buy |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $2.84M | Buy |
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