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Meridian Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Meridian Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.43M Sell
38,016
-5
-0% -$1.29K 1.29% 18
2025
Q4 		$9.36M Sell
38,021
-2,068
-5% -$508K 1.29% 18
2025
Q3 		$9.7M Sell
40,089
-456
-1% -$105K 1.34% 18
2025
Q2 		$8.75M Buy
40,545
+555
+1% +$112K 1.27% 18
2025
Q1 		$7.98M Sell
39,990
-2,006
-5% -$435K 1.27% 20
2024
Q4 		$9.28M Sell
41,996
-287
-0.7% -$65.4K 1.41% 18
2024
Q3 		$9.34M Sell
42,283
-8,030
-16% -$1.72M 1.45% 17
2024
Q2 		$10.2M Buy
50,313
+2,981
+6% +$602K 1.8% 12
2024
Q1 		$9.95M Buy
47,332
+1,587
+3% +$317K 1.8% 13
2023
Q4 		$9.18M Buy
45,745
+7
+0% +$1.25K 1.75% 14
2023
Q3 		$8.08M Buy
45,738
+330
+0.7% +$62K 1.68% 14
2023
Q2 		$8.5M Buy
45,408
+2,938
+7% +$524K 1.75% 14
2023
Q1 		$7.58M Buy
42,470
+2,044
+5% +$376K 1.65% 14
2022
Q4 		$7.05M Buy
40,426
+1,234
+3% +$219K 1.63% 14
2022
Q3 		$6.46M Buy
39,192
+1,063
+3% +$194K 1.62% 14
2022
Q2 		$6.46M Buy
38,129
+1,439
+4% +$265K 1.53% 15
2022
Q1 		$7.53M Buy
36,690
+3,065
+9% +$625K 1.58% 14
2021
Q4 		$7.48M Buy
33,625
+319
+1% +$72.1K 1.5% 16
2021
Q3 		$7.29M Buy
33,306
+541
+2% +$120K 1.58% 16
2021
Q2 		$7.51M Buy
32,765
+892
+3% +$201K 1.75% 12
2021
Q1 		$7.04M Sell
31,873
-47,944
-60% -$10.5M 2.12% 11
2020
Q4 		$15.6M Buy
79,817
+5
+0% +$875 6.46% 5
2020
Q3 		$12M Buy
79,812
+387
+0.5% +$58.2K 6.03% 6
2020
Q2 		$11.4M Buy
79,425
+54,602
+220% +$7.16M 6.11% 5
2020
Q1 		$2.84M Buy
+24,823
New +$3.7M 1.69% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Meridian Wealth Partners's IWM Position: Q1 2026 in Review

Meridian Wealth Partners reduced its iShares Russell 2000 ETF (IWM) stake by 0.01% in Q1 2026, selling an estimated $1.29K and leaving 38,016 shares worth $9.43M. The position accounts for 1.29% of the portfolio, ranked #18.

Meridian Wealth Partners first reported a position in IWM in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.6M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Meridian Wealth Partners held 38,016 shares of iShares Russell 2000 ETF worth $9.43M as of Q1 2026.
  • Meridian Wealth Partners sold 5 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.29K.
  • iShares Russell 2000 ETF made up 1.29% of Meridian Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Meridian Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Meridian Wealth Partners's iShares Russell 2000 ETF position peaked at $15.6M in Q4 2020.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.