Merit Financial Group’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 | $5.44M | Buy |
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|
2025
Q2 | $4.68M | Sell |
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|
2025
Q1 | $5.07M | Sell |
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|
2024
Q4 | $5.74M | Buy |
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|
2024
Q3 | $3.94M | Buy |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $3.11M | Buy |
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|
2023
Q4 | $2.93M | Sell |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $3.17M | Sell |
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|
2023
Q1 | $3.31M | Sell |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q3 | $3.13M | Sell |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $3.95M | Sell |
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|
2021
Q4 | $4.38M | Sell |
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|
2021
Q3 | $4.34M | Buy |
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|
2021
Q2 | $4.5M | Buy |
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|
2021
Q1 | $4.06M | Buy |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $696K | Sell |
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|
2020
Q1 | $601K | Sell |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $526K | Buy |
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