Meridian Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Meridian Financial’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Buy	+1,832	New	+$221K	0.11%	137
2026 Q1	–	Sell	-1,832	Closed	-$217K	–	147
2025 Q4	$217K	Hold	1,832	–	–	0.12%	137
2025 Q3	$215K	Buy	+1,832	New	+$204K	0.12%	136
2024 Q4	–	Sell	-8,476	Closed	-$795K	–	124
2024 Q3	$795K	Hold	8,476	–	–	0.53%	40
2024 Q2	$772K	Hold	8,476	–	–	0.56%	38
2024 Q1	$714K	Buy	+8,476	New	+$683K	0.53%	40
2022 Q2	–	Sell	-3,340	Closed	-$232K	–	95
2022 Q1	$232K	Buy	+3,340	New	+$228K	0.24%	81

Other funds holding IWF

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Meridian Financial's IWF Position: Q2 2026 in Review

Meridian Financial opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,832 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #137 among its holdings. This is a return to the name: Meridian Financial previously reported a position in IWF as recently as Q4 2025.

Meridian Financial first reported a position in IWF in Q1 2022 and has held it in 7 quarters since. The position peaked at $795K in Q3 2024. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Meridian Financial held 1,832 shares of iShares Russell 1000 Growth ETF worth $227K as of Q2 2026.
iShares Russell 1000 Growth ETF was a new Meridian Financial position in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.11% of Meridian Financial's portfolio in Q2 2026, its #137 holding.
Meridian Financial first reported a position in iShares Russell 1000 Growth ETF in Q1 2022 and has held it in 7 quarters since.
Meridian Financial's iShares Russell 1000 Growth ETF position peaked at $795K in Q3 2024.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.