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iShares Russell Midcap Index Fund shares owned by Meridian Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Meridian Wealth Management from 13F filings

Historical chart of Meridian Wealth Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Meridian Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 23k 84.09
2023-12-31 $1.9M 24k 77.73
2023-09-30 $3.4M 49k 69.25
2023-06-30 $1.8M 24k 73.03
2023-03-31 $1.1M 16k 69.92
2022-12-31 $1.1M 16k 67.45
2022-09-30 $998k 16k 62.17
2022-06-30 $1.0M 16k 64.66
2022-03-31 $1.4M 18k 78.02
2021-12-31 $1.9M 23k 83.01
2021-09-30 $1.3M 17k 78.22
2021-06-30 $1.3M 17k 79.25
2021-03-31 $1.3M 18k 73.96
2020-12-31 $1.2M 17k 68.48
2020-09-30 $652k 11k 57.33
2020-06-30 $427k 8.0k 53.54
2020-03-31 $283k 6.6k 43.10
2019-12-31 $519k 8.7k 59.52
2019-09-30 $533k 9.5k 55.96
2019-06-30 $5.7M 10k 558.85
2019-03-31 $1.5M 2.8k 539.33
2018-12-31 $412k 8.9k 46.54
2018-09-30 $458k 2.1k 220.40
2018-06-30 $477k 2.3k 212.00
2018-03-31 $431k 2.1k 206.62
2017-12-31 $434k 2.1k 205.98
2017-09-30 $276k 1.4k 197.71
2017-06-30 $268k 1.4k 192.11
2017-03-31 $253k 1.4k 187.27
2016-12-31 $202k 1.1k 180.68

More positions owned by Meridian Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Advanced Micro Devices (AMD)
Caterpillar (CAT)
Ishares Tr Russell 2000 Etf (IWM)
Novo-nordisk A S Adr (NVO)
Home Depot (HD)
Chevron Corporation (CVX)
International Business Machines (IBM)
Ishares Tr Core S&p Mcp Etf (IJH)
Pepsi (PEP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Meridian Wealth Management

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Bank of New York Mellon
Baird Financial
Morgan Stanley
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Ameriprise Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund