iShares Russell 2000 Index shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Meridian Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 40k | 241.96 |
| 2025-06-30 | $8.7M | 41k | 215.79 |
| 2025-03-31 | $8.0M | 40k | 199.49 |
| 2024-12-31 | $9.3M | 42k | 220.96 |
| 2024-09-30 | $9.3M | 42k | 220.89 |
| 2024-06-30 | $10M | 50k | 202.89 |
| 2024-03-31 | $10M | 47k | 210.30 |
| 2023-09-30 | $8.1M | 46k | 176.74 |
| 2023-06-30 | $8.5M | 45k | 187.27 |
| 2023-03-31 | $7.6M | 43k | 178.40 |
| 2022-12-31 | $7.0M | 40k | 174.36 |
| 2022-09-30 | $6.5M | 39k | 164.93 |
| 2022-06-30 | $6.5M | 38k | 169.35 |
| 2022-03-31 | $7.5M | 37k | 205.26 |
| 2021-12-31 | $7.5M | 34k | 222.45 |
| 2021-09-30 | $7.3M | 33k | 218.76 |
| 2021-06-30 | $7.5M | 33k | 229.36 |
| 2021-03-31 | $7.0M | 32k | 220.94 |
| 2020-12-31 | $16M | 80k | 196.06 |
| 2020-09-30 | $12M | 80k | 149.79 |
| 2020-06-30 | $11M | 79k | 143.18 |
| 2020-03-31 | $2.8M | 25k | 114.45 |