MERIDIAN INVESTMENT COUNSEL INC. IWM Holdings History
Number of Shares
17,509.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
1.03%
Total Estimate Gain
$144,602.33
% of Total Estimate Gain
3.87%
MERIDIAN INVESTMENT COUNSEL INC.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, MERIDIAN INVESTMENT COUNSEL INC. held 17,509.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.49 Mil. This investment constitutes 1.03% of their stock portfolio, and MERIDIAN INVESTMENT COUNSEL INC. now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q4. And since then MERIDIAN INVESTMENT COUNSEL INC. has made 6 purchases of IWM, at an average price of $213.30, for a total of 17,509.00 shares. Based on historical transaction data and IWM's current price of $221.56, MERIDIAN INVESTMENT COUNSEL INC.'s estimated gain on his IWM holdings is $144,602.33, reflecting a 3.87% gain to date.
MERIDIAN INVESTMENT COUNSEL INC. IWM ($221.56) Holding Chart
MERIDIAN INVESTMENT COUNSEL INC. IWM ($221.56) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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