MFG
Merit Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
21,703
-3,698
| -15% | -$798K | 0.05% | 297 |
|
|
2025
Q1 | $5.07M | Sell |
25,401
-593
| -2% | -$118K | 0.08% | 221 |
|
|
2024
Q4 | $5.74M | Buy |
25,994
+8,142
| +46% | +$1.8M | 0.1% | 165 |
|
|
2024
Q3 | $3.94M | Buy |
17,852
+2,623
| +17% | +$579K | 0.09% | 177 |
|
|
2024
Q2 | $3.09M | Sell |
15,229
-166
| -1% | -$33.7K | 0.07% | 209 |
|
|
2024
Q1 | $3.11M | Buy |
15,395
+803
| +6% | +$162K | 0.07% | 207 |
|
|
2023
Q4 | $2.93M | Sell |
14,592
-1,880
| -11% | -$377K | 0.09% | 152 |
|
|
2023
Q3 | $2.91M | Sell |
16,472
-431
| -3% | -$76.2K | 0.1% | 166 |
|
|
2023
Q2 | $3.17M | Sell |
16,903
-1,645
| -9% | -$308K | 0.1% | 152 |
|
|
2023
Q1 | $3.31M | Sell |
18,548
-2,574
| -12% | -$459K | 0.12% | 127 |
|
|
2022
Q4 | $3.68M | Buy |
21,122
+2,116
| +11% | +$369K | 0.13% | 118 |
|
|
2022
Q3 | $3.14M | Sell |
19,006
-163
| -0.9% | -$26.9K | 0.14% | 109 |
|
|
2022
Q2 | $3.25M | Sell |
19,169
-94
| -0.5% | -$15.9K | 0.1% | 127 |
|
|
2022
Q1 | $3.95M | Sell |
19,263
-439
| -2% | -$90.1K | 0.24% | 68 |
|
|
2021
Q4 | $4.38M | Sell |
19,702
-121
| -0.6% | -$26.9K | 0.43% | 29 |
|
|
2021
Q3 | $4.34M | Buy |
19,823
+183
| +0.9% | +$40K | 0.45% | 25 |
|
|
2021
Q2 | $4.51M | Buy |
19,640
+1,257
| +7% | +$288K | 0.42% | 25 |
|
|
2021
Q1 | $4.06M | Buy |
18,383
+5,907
| +47% | +$1.31M | 0.43% | 24 |
|
|
2020
Q4 | $2.45M | Buy |
12,476
+2,507
| +25% | +$492K | 0.24% | 32 |
|
|
2020
Q3 | $1.49M | Buy |
9,969
+5,110
| +105% | +$765K | 0.14% | 61 |
|
|
2020
Q2 | $696K | Sell |
4,859
-390
| -7% | -$55.9K | 0.07% | 101 |
|
|
2020
Q1 | $601K | Sell |
5,249
-2,132
| -29% | -$244K | 0.07% | 106 |
|
|
2019
Q4 | $1.22M | Buy |
7,381
+3,906
| +112% | +$647K | 0.11% | 76 |
|
|
2019
Q3 | $526K | Buy |
+3,475
| New | +$526K | 0.06% | 81 |
|