iShares Russell 3000 Index shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Meridian Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 650 | 379.19 |
| 2025-06-30 | $228k | 650 | 351.23 |
| 2025-03-31 | $207k | 650 | 317.85 |
| 2024-12-31 | $227k | 680 | 334.46 |
| 2024-09-30 | $223k | 681 | 326.94 |
| 2024-06-30 | $210k | 681 | 308.86 |
| 2024-03-31 | $205k | 681 | 300.27 |
| 2021-09-30 | $151k | 591 | 255.50 |
| 2021-03-31 | $140k | 591 | 236.89 |
| 2020-12-31 | $132k | 591 | 223.35 |
| 2020-09-30 | $150k | 765 | 196.08 |
| 2020-06-30 | $138k | 765 | 180.39 |
| 2020-03-31 | $114k | 765 | 149.02 |
| 2019-12-31 | $76k | 402 | 189.05 |