Meridian Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $204K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $140K | Hold |
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|
2020
Q4 | $132K | Sell |
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|
2020
Q3 | $150K | Hold |
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|
2020
Q2 | $138K | Hold |
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|
2020
Q1 | $114K | Buy |
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|
2019
Q4 | $76K | Buy |
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