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

Meridian Management’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 Q1	$3.26M	Sell	30,620 -2,940	-9%	-$334K	0.81%	37
2025 Q4	$3.97M	Hold	33,560	–	–	0.98%	30
2025 Q3	$3.93M	Sell	33,560 -448	-1%	-$49.9K	1.05%	31
2025 Q2	$3.74M	Hold	34,008	–	–	1.02%	32
2025 Q1	$3.07M	Hold	34,008	–	–	0.95%	31
2024 Q4	$3.41M	Sell	34,008 -3,408	-9%	-$335K	0.9%	29
2024 Q3	$3.51M	Hold	37,416	–	–	0.89%	32
2024 Q2	$3.41M	Hold	37,416	–	–	0.94%	30
2024 Q1	$3.15M	Hold	37,416	–	–	0.86%	34
2023 Q4	$3.08M	Sell	37,416 -332	-0.9%	-$23.5K	0.88%	29
2023 Q3	$2.51M	Hold	37,748	–	–	0.82%	30
2023 Q2	$2.6M	Hold	37,748	–	–	0.81%	32
2023 Q1	$2.31M	Hold	37,748	–	–	0.76%	31
2022 Q4	$2.02M	Sell	37,748 -248	-0.7%	-$13.6K	0.74%	35
2022 Q3	$2M	Hold	37,996	–	–	0.8%	29
2022 Q2	$2.08M	Sell	37,996 -2,476	-6%	-$149K	0.8%	31
2022 Q1	$2.81M	Sell	40,472 -32	-0.1%	-$2.18K	0.89%	35
2021 Q4	$3.09M	Sell	40,504 -200	-0.5%	-$14.8K	0.9%	31
2021 Q3	$2.79M	Hold	40,704	–	–	0.86%	31
2021 Q2	$2.76M	Hold	40,704	–	–	0.81%	39
2021 Q1	$2.47M	Sell	40,704 -80	-0.2%	-$4.87K	0.77%	38
2020 Q4	$2.46M	Sell	40,784 -560	-1%	-$31.9K	0.79%	38
2020 Q3	$2.24M	Hold	41,344	–	–	0.83%	37
2020 Q2	$1.98M	Hold	41,344	–	–	0.81%	36
2020 Q1	$1.56M	Sell	41,344 -4,800	-10%	-$207K	0.75%	37
2019 Q4	$2.03M	Sell	46,144 -400	-0.9%	-$16.7K	0.81%	36
2019 Q3	$1.86M	Hold	46,544	–	–	0.83%	35
2019 Q2	$1.83M	Hold	46,544	–	–	0.81%	36
2019 Q1	$1.76M	Sell	46,544 -12,048	-21%	-$433K	0.87%	34
2018 Q4	$1.92M	Buy	58,592 +28	+0%	+$987	0.98%	33
2018 Q3	$2.28M	Buy	58,564 +4	+0%	+$151	0.99%	33
2018 Q2	$2.1M	Sell	58,560 -1,228	-2%	-$43.3K	0.97%	34
2018 Q1	$2.03M	Sell	59,788 -1,060	-2%	-$37.2K	0.94%	32
2017 Q4	$2.05M	Sell	60,848 -3,520	-5%	-$115K	0.96%	34
2017 Q3	$2.01M	Hold	64,368	–	–	1%	28
2017 Q2	$1.92M	Sell	64,368 -12,500	-16%	-$367K	1.01%	33
2017 Q1	$2.19M	Sell	76,868 -54,780	-42%	-$1.52M	1.24%	26
2016 Q4	$3.45M	Sell	131,648 -78,896	-37%	-$2.05M	2.04%	13
2016 Q3	$5.48M	Buy	210,544 +100	+0%	+$2.6K	3.16%	5
2016 Q2	$5.28M	Sell	210,444 -12,476	-6%	-$312K	3.21%	5
2016 Q1	$5.56M	Buy	222,920 +6,548	+3%	+$155K	3.4%	6
2015 Q4	$5.38M	Sell	216,372 -10,296	-5%	-$257K	3.45%	5
2015 Q3	$5.27M	Sell	226,668 -93,616	-29%	-$2.3M	3.46%	5
2015 Q2	$7.93M	Sell	320,284 -42,016	-12%	-$1.06M	4.8%	4
2015 Q1	$8.96M	Buy	362,300 +14,760	+4%	+$361K	6.41%	3
2014 Q4	$8.31M	Buy	347,540 +5,540	+2%	+$130K	6.03%	2
2014 Q3	$7.83M	Sell	342,000 -420	-0.1%	-$9.62K	5.99%	2
2014 Q2	$7.78M	Buy	342,420 +1,420	+0.4%	+$31.2K	5.81%	2
2014 Q1	$7.38M	Buy	341,000 +4,500	+1%	+$96.6K	5.84%	3
2013 Q4	$7.23M	Buy	336,500 +5,328	+2%	+$109K	5.75%	3
2013 Q3	$6.47M	Sell	331,172 -16,020	-5%	-$307K	5.54%	3
2013 Q2	$6.64M	Buy	+347,192	New	+$6.36M	5.83%	3

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meridian Management's IWF Position: Q1 2026 in Review

Meridian Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 8.8% in Q1 2026, selling an estimated $334K and leaving 30,620 shares worth $3.26M. The position accounts for 0.81% of the portfolio, ranked #37.

Meridian Management first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.96M in Q1 2015. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Meridian Management held 30,620 shares of iShares Russell 1000 Growth ETF worth $3.26M as of Q1 2026.
Meridian Management sold 2,940 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $334K.
iShares Russell 1000 Growth ETF made up 0.81% of Meridian Management's portfolio in Q1 2026, its #37 holding.
Meridian Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Meridian Management's iShares Russell 1000 Growth ETF position peaked at $8.96M in Q1 2015.
2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.