ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Meridian Wealth Partners, LLC's Holding History (CIK: 0001781942)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 38,021 Value ($000) $9,359 Avg Close Range
Q3 2025
Shares 40,089 Value ($000) $9,700 Avg Close Range
Q2 2025
Shares 40,545 Value ($000) $8,749 Avg Close Range
Q1 2025
Shares 39,990 Value ($000) $7,978 Avg Close Range
Q4 2024
Shares 41,996 Value ($000) $9,279 Avg Close Range
Q3 2024
Shares 42,283 Value ($000) $9,340 Avg Close Range
Q2 2024
Shares 50,313 Value ($000) $10,208 Avg Close Range
Q1 2024
Shares 47,332 Value ($000) $9,954 Avg Close Range
Q4 2023
Shares 45,745 Value ($000) $9,181 Avg Close Range
Q3 2023
Shares 45,738 Value ($000) $8,084 Avg Close Range
Q2 2023
Shares 45,408 Value ($000) $8,503 Avg Close Range
Q1 2023
Shares 42,470 Value ($000) $7,577 Avg Close Range
Q4 2022
Shares 40,426 Value ($000) $7,049 Avg Close Range
Q3 2022
Shares 39,192 Value ($000) $6,464 Avg Close Range
Q2 2022
Shares 38,129 Value ($000) $6,457 Avg Close Range
Q1 2022
Shares 36,690 Value ($000) $7,531 Avg Close Range
Q4 2021
Shares 33,625 Value ($000) $7,480 Avg Close Range
Q3 2021
Shares 33,306 Value ($000) $7,286 Avg Close Range
Q2 2021
Shares 32,765 Value ($000) $7,515 Avg Close Range
Q1 2021
Shares 31,873 Value ($000) $7,042 Avg Close Range
Q4 2020
Shares 79,817 Value ($000) $15,649 Avg Close Range
Q3 2020
Shares 79,812 Value ($000) $11,955 Avg Close Range
Q2 2020
Shares 79,425 Value ($000) $11,372 Avg Close Range
Q1 2020
Shares 24,823 Value ($000) $2,841 Avg Close Range