Meridian Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	1,446 -25	-2%	-$5.23K	0.11%	98
2026 Q1	$285K	Buy	1,471 +225	+18%	+$43.6K	0.11%	97
2025 Q4	$246K	Hold	1,246	–	–	0.1%	99
2025 Q3	$223K	Buy	+1,246	New	+$210K	0.09%	102
2025 Q1	–	Sell	-1,246	Closed	-$205K	–	107
2024 Q4	$205K	Buy	+1,246	New	+$213K	0.11%	97
2022 Q3	–	Sell	-1,769	Closed	-$259K	–	61
2022 Q2	$259K	Buy	+1,769	New	+$263K	0.18%	78

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Meridian Financial Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.7% in Q2 2026, selling an estimated $5.23K and leaving 1,446 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #98.

Meridian Financial Partners first reported a position in IWN in Q2 2022 and has held it in 6 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Meridian Financial Partners held 1,446 shares of iShares Russell 2000 Value ETF worth $320K as of Q2 2026.
Meridian Financial Partners sold 25 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $5.23K.
iShares Russell 2000 Value ETF made up 0.11% of Meridian Financial Partners's portfolio in Q2 2026, its #98 holding.
Meridian Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 6 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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