iShares Russell 2000 Index shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Meridian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 15k | 241.95 |
| 2025-06-30 | $3.1M | 14k | 215.79 |
| 2025-03-31 | $12M | 60k | 199.49 |
| 2024-12-31 | $13M | 61k | 220.96 |
| 2024-09-30 | $14M | 64k | 220.89 |
| 2024-03-31 | $13M | 60k | 210.30 |
| 2023-12-31 | $13M | 64k | 200.71 |
| 2023-09-30 | $22M | 126k | 176.74 |
| 2023-06-30 | $10M | 55k | 187.27 |
| 2023-03-31 | $9.3M | 52k | 178.40 |
| 2022-12-31 | $9.2M | 53k | 174.36 |
| 2022-09-30 | $8.7M | 53k | 164.92 |
| 2022-06-30 | $8.8M | 52k | 169.35 |
| 2022-03-31 | $11M | 52k | 205.26 |
| 2021-12-31 | $12M | 56k | 222.46 |
| 2021-09-30 | $11M | 49k | 218.74 |
| 2021-06-30 | $9.7M | 42k | 229.38 |
| 2021-03-31 | $8.7M | 39k | 220.94 |
| 2020-12-31 | $6.9M | 35k | 196.04 |
| 2020-09-30 | $4.4M | 29k | 149.78 |
| 2020-06-30 | $4.4M | 31k | 143.15 |
| 2020-03-31 | $759k | 6.7k | 113.76 |
| 2019-12-31 | $495k | 3.0k | 165.44 |
| 2019-09-30 | $440k | 2.9k | 151.20 |
| 2019-06-30 | $5.4M | 3.5k | 1555.07 |
| 2019-03-31 | $5.3M | 3.5k | 1530.67 |
| 2018-12-31 | $403k | 3.0k | 134.07 |
| 2018-09-30 | $705k | 4.2k | 168.58 |
| 2018-06-30 | $513k | 3.1k | 163.90 |
| 2018-03-31 | $520k | 3.4k | 151.91 |
| 2017-12-31 | $478k | 3.1k | 153.55 |
| 2017-09-30 | $317k | 2.1k | 149.39 |
| 2017-06-30 | $250k | 1.8k | 141.00 |
| 2017-03-31 | $235k | 1.7k | 137.35 |
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