iShares Russell 2000 Index shares owned by Meridian Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Meridian Wealth Advisors
from 13F filings
Historical chart of Meridian Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Meridian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 4.8k | 241.96 |
| 2025-06-30 | $1.0M | 4.8k | 215.79 |
| 2023-09-30 | $346k | 2.0k | 176.70 |
| 2023-06-30 | $366k | 2.0k | 187.23 |
| 2023-03-31 | $351k | 2.0k | 178.37 |
| 2022-12-31 | $411k | 2.4k | 174.35 |
| 2022-09-30 | $476k | 2.9k | 164.88 |
| 2022-06-30 | $763k | 4.5k | 169.33 |
| 2022-03-31 | $1.4M | 6.8k | 205.34 |
| 2021-12-31 | $1.7M | 7.9k | 222.42 |
| 2021-09-30 | $1.7M | 7.8k | 218.79 |
| 2021-06-30 | $1.8M | 7.7k | 229.31 |
| 2021-03-31 | $1.5M | 6.7k | 220.92 |
| 2020-12-31 | $986k | 5.0k | 196.14 |
| 2020-09-30 | $716k | 4.8k | 149.79 |
| 2020-06-30 | $708k | 4.9k | 143.12 |
| 2020-03-31 | $583k | 5.1k | 114.40 |
| 2019-12-31 | $4.4M | 27k | 165.68 |
| 2019-09-30 | $3.5M | 24k | 151.34 |
| 2018-12-31 | $275k | 2.1k | 133.82 |