iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership25,657 shares
Latest Disclosed Value $ 6,362,872
Meridian Wealth Management, LLC reports 50.27% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 25,657 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $6,362,936 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 17,074 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 50.27% during the quarter. The current value of the position is $7,226,294 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 25,657 8,583 50.27 6,363 51.40 0.2194
2026-02-04 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,074 2,571 17.73 4,203 19.75 0.1479
2025-11-04 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 14,503 220 1.54 3,509 13.85 0.1345
2025-08-08 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 14,283 -45,219 -76.00 3,082 -74.04 0.1316
2025-05-12 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 59,502 -1,249 -2.06 11,870 -11.57 0.5746
2025-02-06 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 60,751 -3,167 -4.95 13,424 -4.92 0.6350
2024-11-12 2024-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 63,918 63,918 14,119 0.6940
2024-08-08 2024-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 0 -60,380 -100.00 0 -100.00
2024-04-25 2024-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 60,380 -3,087 -4.86 12,698 -0.32 2.1139
2024-02-08 2023-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 63,467 -62,627 -49.67 12,738 -42.84 0.8133
2023-10-17 2023-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 126,094 71,333 130.26 22,286 117.31 1.3655
2023-08-02 2023-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 54,761 2,386 4.56 10,255 9.76 0.8645
2023-05-15 2023-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 52,375 -615 -1.16 9,344 1.13 0.8149
2023-02-14 2022-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 52,990 55 0.10 9,239 5.83 0.9046
2022-11-14 2022-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 52,935 783 1.50 8,730 -1.15 0.9392
2022-08-05 2022-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 52,152 204 0.39 8,832 -17.17 0.7224
2022-05-12 2022-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 51,948 -3,537 -6.37 10,663 -13.61 1.1654
2022-01-27 2021-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 55,485 6,116 12.39 12,343 14.30 1.3180
2021-10-15 2021-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 49,369 7,251 17.22 10,799 11.78 1.3320
2021-07-22 2021-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 42,118 2,836 7.22 9,661 11.31 1.2313
2021-05-07 2021-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 39,282 4,070 11.56 8,679 25.73 1.2633
2021-01-19 2020-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 35,212 5,915 20.19 6,903 57.32 1.0954
2020-10-09 2020-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 29,297 -1,517 -4.92 4,388 -0.52 1.0758
2020-07-15 2020-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 30,814 24,142 361.84 4,411 481.16 1.4764
2020-04-16 2020-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,672 3,680 122.99 759 53.33 0.3362
2020-01-09 2019-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,992 82 2.82 495 12.50 0.2380
2019-11-08 2019-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,910 -558 -16.09 440 -91.84 0.2071
2019-07-19 2019-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,468 12 0.35 5,393 919.47 0.2183
2019-06-03 2019-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 3,456 450 14.97 529 31.27 0.2407
2019-05-15 2019-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,456 450 5,290
2019-02-05 2018-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,006 -1,176 -28.12 403 -42.84 0.2373
2018-10-19 2018-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 4,182 1,052 33.61 705 37.43 0.3031
2018-08-06 2018-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,130 -293 -8.56 513 -1.35 0.2414
2018-05-08 2018-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,423 310 9.96 520 8.79 0.2594
2018-01-30 2017-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 3,113 991 46.70 478 50.79 0.2945
2017-10-31 2017-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,122 349 19.68 317 26.80 0.2010
2017-07-25 2017-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 1,773 62 3.62 250 6.38 0.1584
2017-05-17 2017-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 1,711 1,711 235 0.1409
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.