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Meridian Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Meridian Financial Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Sell
7,209
-93
-1% -$38.3K 1.06% 24
2026
Q1 		$2.74M Buy
7,302
+1,108
+18% +$429K 1.04% 23
2025
Q4 		$2.42M Sell
6,194
-37
-0.6% -$14.2K 0.96% 24
2025
Q3 		$2.39M Sell
6,231
-117
-2% -$42.7K 0.99% 23
2025
Q2 		$2.23M Sell
6,348
-177
-3% -$57.5K 1.05% 20
2025
Q1 		$2.07M Buy
6,525
+28
+0.4% +$9.39K 1.05% 21
2024
Q4 		$2.17M Sell
6,497
-115
-2% -$38.7K 1.15% 18
2024
Q3 		$2.16M Sell
6,612
-23
-0.3% -$7.24K 1.09% 18
2024
Q2 		$2.09M Buy
+6,635
New +$1.98M 1.24% 19
2023
Q3 		– Sell
-7,473
Closed -$1.95M – 65
2023
Q2 		$1.95M Buy
+7,473
New +$1.8M 1.17% 18
2022
Q3 		– Sell
-26,069
Closed -$6.04M – 63
2022
Q2 		$6.04M Buy
+26,069
New +$6.17M 4.1% 4
2022
Q1 		– Sell
-36,401
Closed -$9.55M – 60
2021
Q4 		$9.55M Sell
36,401
-242
-0.7% -$65.6K 6.46% 4
2021
Q3 		$9.49M Sell
36,643
-1,200
-3% -$314K 6.37% 4
2021
Q2 		$9.7M Buy
37,843
+1,511
+4% +$377K 6.62% 4
2021
Q1 		$8.94M Buy
36,332
+713
+2% +$166K 6.72% 4
2020
Q4 		$8.24M Buy
35,619
+478
+1% +$100K 6.36% 4
2020
Q3 		$7.01M Sell
35,141
-212
-0.6% -$41K 5.91% 4
2020
Q2 		$6.56M Buy
35,353
+778
+2% +$132K 5.94% 4
2020
Q1 		$5.7M Buy
34,575
+1,378
+4% +$245K 6.15% 5
2019
Q4 		$6.3M Buy
33,197
+1,111
+3% +$200K 6.31% 6
2019
Q3 		$5.41M Buy
32,086
+1,437
+5% +$249K 6.07% 6
2019
Q2 		$5.38M Buy
30,649
+288
+0.9% +$48.8K 6.01% 6
2019
Q1 		$5.18M Sell
30,361
-150
-0.5% -$24.1K 5.87% 6
2018
Q4 		$4.48M Buy
+30,511
New +$4.85M 6.03% 6

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Meridian Financial Partners reduced its iShares Russell 3000 ETF (IWV) stake by 1.3% in Q2 2026, selling an estimated $38.3K and leaving 7,209 shares worth $3.1M. The position accounts for 1.06% of the portfolio, ranked #24.

Meridian Financial Partners first reported a position in IWV in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.7M in Q2 2021. 386 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Meridian Financial Partners held 7,209 shares of iShares Russell 3000 ETF worth $3.1M as of Q2 2026.
  • Meridian Financial Partners sold 93 iShares Russell 3000 ETF shares in Q2 2026, an estimated $38.3K.
  • iShares Russell 3000 ETF made up 1.06% of Meridian Financial Partners's portfolio in Q2 2026, its #24 holding.
  • Meridian Financial Partners first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 24 quarters since.
  • Meridian Financial Partners's iShares Russell 3000 ETF position peaked at $9.7M in Q2 2021.
  • 386 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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