Meridian Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
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