Meridian Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Meridian Financial Partners’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Sell	1,087 -224	-17%	-$52.2K	0.09%	101
2026 Q1	$284K	Buy	1,311 +309	+31%	+$67.7K	0.11%	98
2025 Q4	$220K	Hold	1,002	–	–	0.09%	109
2025 Q3	$205K	Sell	1,002 -63	-6%	-$12.5K	0.09%	110
2025 Q2	$207K	Hold	1,065	–	–	0.1%	103
2025 Q1	$200K	Buy	+1,065	New	+$203K	0.1%	104
2024 Q4	–	Sell	-1,111	Closed	-$211K	–	104
2024 Q3	$211K	Buy	+1,111	New	+$202K	0.11%	98

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Meridian Financial Partners's IWD Position: Q2 2026 in Review

Meridian Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q2 2026, selling an estimated $52.2K and leaving 1,087 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #101.

Meridian Financial Partners first reported a position in IWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $284K in Q1 2026. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Meridian Financial Partners held 1,087 shares of iShares Russell 1000 Value ETF worth $269K as of Q2 2026.
Meridian Financial Partners sold 224 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $52.2K.
iShares Russell 1000 Value ETF made up 0.09% of Meridian Financial Partners's portfolio in Q2 2026, its #101 holding.
Meridian Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 7 quarters since.
Meridian Financial Partners's iShares Russell 1000 Value ETF position peaked at $284K in Q1 2026.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.