Meridian Wealth Partners’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 | $228K | Hold |
650
| – | – | 0.03% | 103 |
|
|
2025
Q1 | $207K | Sell |
650
-30
| -4% | -$9.54K | 0.03% | 99 |
|
|
2024
Q4 | $227K | Sell |
680
-1
| -0.1% | -$334 | 0.03% | 100 |
|
|
2024
Q3 | $223K | Hold |
681
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $210K | Hold |
681
| – | – | 0.04% | 104 |
|
|
2024
Q1 | $204K | Buy |
+681
| New | +$204K | 0.04% | 102 |
|
|
2021
Q2 | – | Sell |
-591
| Closed | -$140K | – | 676 |
|
|
2021
Q1 | $140K | Hold |
591
| – | – | 0.04% | 85 |
|
|
2020
Q4 | $132K | Sell |
591
-174
| -23% | -$38.9K | 0.05% | 82 |
|
|
2020
Q3 | $150K | Hold |
765
| – | – | 0.08% | 72 |
|
|
2020
Q2 | $138K | Hold |
765
| – | – | 0.07% | 74 |
|
|
2020
Q1 | $114K | Buy |
765
+363
| +90% | +$54.1K | 0.07% | 78 |
|
|
2019
Q4 | $76K | Buy |
+402
| New | +$76K | 0.05% | 109 |
|