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

Meridian Investment Counsel’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	$313K	Hold	2,520	–	–	0.07%	204
2026 Q1	$269K	Hold	2,520	–	–	0.06%	206
2025 Q4	$298K	Hold	2,520	–	–	0.07%	197
2025 Q3	$295K	Hold	2,520	–	–	0.07%	192
2025 Q2	$267K	Hold	2,520	–	–	0.07%	198
2025 Q1	$227K	Hold	2,520	–	–	0.07%	202
2024 Q4	$253K	Hold	2,520	–	–	0.08%	194
2024 Q3	$236K	Hold	2,520	–	–	0.07%	197
2024 Q2	$230K	Hold	2,520	–	–	0.07%	196
2024 Q1	$212K	Sell	2,520 -1,748	-41%	-$141K	0.07%	194
2023 Q4	$323K	Hold	4,268	–	–	0.11%	169
2023 Q3	$284K	Hold	4,268	–	–	0.11%	173
2023 Q2	$294K	Hold	4,268	–	–	0.1%	172
2023 Q1	$261K	Hold	4,268	–	–	0.1%	180
2022 Q4	$229K	Hold	4,268	–	–	0.09%	184
2022 Q3	$224K	Hold	4,268	–	–	0.1%	179
2022 Q2	$233K	Hold	4,268	–	–	0.1%	180
2022 Q1	$296K	Hold	4,268	–	–	0.1%	178
2021 Q4	$326K	Hold	4,268	–	–	0.11%	166
2021 Q3	$292K	Hold	4,268	–	–	0.11%	166
2021 Q2	$290K	Hold	4,268	–	–	0.1%	166
2021 Q1	$259K	Hold	4,268	–	–	0.1%	165
2020 Q4	$257K	Hold	4,268	–	–	0.11%	158
2020 Q3	$231K	Hold	4,268	–	–	0.11%	152
2020 Q2	$205K	Buy	+4,268	New	+$188K	0.1%	161

Other funds holding IWF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meridian Investment Counsel's IWF Position: Q2 2026 in Review

Meridian Investment Counsel held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 2,520 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #204.

Meridian Investment Counsel first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. The position peaked at $326K in Q4 2021. 2,013 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Meridian Investment Counsel held 2,520 shares of iShares Russell 1000 Growth ETF worth $313K as of Q2 2026.
Meridian Investment Counsel left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Meridian Investment Counsel's portfolio in Q2 2026, its #204 holding.
Meridian Investment Counsel first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
Meridian Investment Counsel's iShares Russell 1000 Growth ETF position peaked at $326K in Q4 2021.
2,013 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.