Meridian Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.81M	Hold	25,642	–	–	0.96%	26
2026 Q1	$2.53M	Buy	25,642 +2,160	+9%	+$216K	0.96%	26
2025 Q4	$2.37M	Hold	23,482	–	–	0.94%	25
2025 Q3	$2.28M	Hold	23,482	–	–	0.95%	25
2025 Q2	$2.16M	Hold	23,482	–	–	1.02%	21
2025 Q1	$2M	Hold	23,482	–	–	1.01%	22
2024 Q4	$2.08M	Buy	23,482 +116	+0.5%	+$10.5K	1.1%	20
2024 Q3	$2.06M	Buy	23,366 +391	+2%	+$32.9K	1.04%	21
2024 Q2	$1.93M	Buy	+22,975	New	+$1.87M	1.14%	21
2023 Q3	–	Sell	-24,462	Closed	-$1.84M	–	64
2023 Q2	$1.84M	Buy	+24,462	New	+$1.7M	1.11%	21
2022 Q3	–	Sell	-32,769	Closed	-$2.27M	–	62
2022 Q2	$2.27M	Buy	+32,769	New	+$2.33M	1.54%	18
2022 Q1	–	Sell	-82,994	Closed	-$6.44M	–	59
2021 Q4	$6.44M	Sell	82,994 -2,441	-3%	-$200K	4.36%	5
2021 Q3	$6.84M	Buy	85,435 +665	+0.8%	+$53.3K	4.59%	6
2021 Q2	$6.63M	Sell	84,770 -3,270	-4%	-$254K	4.53%	6
2021 Q1	$6.7M	Sell	88,040 -21,057	-19%	-$1.52M	5.04%	6
2020 Q4	$7.83M	Buy	109,097 +905	+0.8%	+$57.6K	6.05%	5
2020 Q3	$6.49M	Buy	108,192 +159	+0.1%	+$9.05K	5.47%	6
2020 Q2	$5.87M	Sell	108,033 -2,505	-2%	-$126K	5.32%	6
2020 Q1	$5.31M	Buy	110,538 +3,237	+3%	+$178K	5.74%	6
2019 Q4	$6.41M	Buy	107,301 +5,521	+5%	+$317K	6.42%	5
2019 Q3	$5.53M	Buy	101,780 +1,664	+2%	+$93K	6.2%	5
2019 Q2	$5.69M	Buy	100,116 +236	+0.2%	+$12.9K	6.36%	5
2019 Q1	$5.5M	Sell	99,880 -947	-0.9%	-$49.1K	6.23%	5
2018 Q4	$4.69M	Buy	+100,827	New	+$5.09M	6.31%	5

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Meridian Financial Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 25,642 shares worth $2.81M. The position accounts for 0.96% of the portfolio, ranked #26.

Meridian Financial Partners first reported a position in IWR in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.83M in Q4 2020. 743 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Meridian Financial Partners held 25,642 shares of iShares Russell Mid-Cap ETF worth $2.81M as of Q2 2026.
Meridian Financial Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.96% of Meridian Financial Partners's portfolio in Q2 2026, its #26 holding.
Meridian Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
Meridian Financial Partners's iShares Russell Mid-Cap ETF position peaked at $7.83M in Q4 2020.
743 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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