Meridian Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Meridian Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$666K	Hold	5,200	–	–	0.17%	61
2025 Q4	$712K	Hold	5,200	–	–	0.18%	55
2025 Q3	$741K	Hold	5,200	–	–	0.2%	53
2025 Q2	$735K	Hold	5,200	–	–	0.2%	51
2025 Q1	$611K	Hold	5,200	–	–	0.19%	50
2024 Q4	$659K	Hold	5,200	–	–	0.17%	60
2024 Q3	$610K	Hold	5,200	–	–	0.15%	64
2024 Q2	$574K	Hold	5,200	–	–	0.16%	67
2024 Q1	$594K	Hold	5,200	–	–	0.16%	64
2023 Q4	$569K	Hold	5,200	–	–	0.16%	60
2023 Q3	$475K	Hold	5,200	–	–	0.16%	66
2023 Q2	$502K	Hold	5,200	–	–	0.16%	67
2023 Q1	$473K	Hold	5,200	–	–	0.16%	60
2022 Q4	$435K	Hold	5,200	–	–	0.16%	58
2022 Q3	$408K	Hold	5,200	–	–	0.16%	56
2022 Q2	$412K	Hold	5,200	–	–	0.16%	56
2022 Q1	$523K	Hold	5,200	–	–	0.17%	58
2021 Q4	$599K	Hold	5,200	–	–	0.17%	55
2021 Q3	$583K	Hold	5,200	–	–	0.18%	53
2021 Q2	$589K	Hold	5,200	–	–	0.17%	55
2021 Q1	$531K	Hold	5,200	–	–	0.17%	56
2020 Q4	$534K	Hold	5,200	–	–	0.17%	54
2020 Q3	$449K	Hold	5,200	–	–	0.17%	54
2020 Q2	$411K	Hold	5,200	–	–	0.17%	54
2020 Q1	$316K	Hold	5,200	–	–	0.15%	57
2019 Q4	$397K	Sell	5,200 -200	-4%	-$14.7K	0.16%	59
2019 Q3	$382K	Hold	5,400	–	–	0.17%	56
2019 Q2	$385K	Hold	5,400	–	–	0.17%	57
2019 Q1	$366K	Sell	5,400 -34	-0.6%	-$2.18K	0.18%	57
2018 Q4	$309K	Sell	5,434 -26	-0.5%	-$1.58K	0.16%	62
2018 Q3	$370K	Hold	5,460	–	–	0.16%	65
2018 Q2	$346K	Hold	5,460	–	–	0.16%	67
2018 Q1	$336K	Hold	5,460	–	–	0.16%	64
2017 Q4	$329K	Sell	5,460 -40	-0.7%	-$2.35K	0.15%	64
2017 Q3	$311K	Hold	5,500	–	–	0.15%	62
2017 Q2	$297K	Hold	5,500	–	–	0.16%	59
2017 Q1	$285K	Sell	5,500 -2,480	-31%	-$127K	0.16%	57
2016 Q4	$389K	Hold	7,980	–	–	0.23%	52
2016 Q3	$389K	Hold	7,980	–	–	0.22%	52
2016 Q2	$373K	Sell	7,980 -300	-4%	-$13.9K	0.23%	51
2016 Q1	$382K	Hold	8,280	–	–	0.23%	52
2015 Q4	$381K	Hold	8,280	–	–	0.24%	51
2015 Q3	$367K	Hold	8,280	–	–	0.24%	53
2015 Q2	$401K	Hold	8,280	–	–	0.24%	53
2015 Q1	$405K	Hold	8,280	–	–	0.29%	48
2014 Q4	$386K	Hold	8,280	–	–	0.28%	49
2014 Q3	$366K	Sell	8,280 -220	-3%	-$9.82K	0.28%	49
2014 Q2	$381K	Hold	8,500	–	–	0.28%	49
2014 Q1	$365K	Hold	8,500	–	–	0.29%	49
2013 Q4	$359K	Hold	8,500	–	–	0.29%	48
2013 Q3	$332K	Hold	8,500	–	–	0.28%	51
2013 Q2	$324K	Buy	+8,500	New	+$304K	0.28%	51

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Meridian Management's IWP Position: Q1 2026 in Review

Meridian Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 5,200 shares worth $666K. The position accounts for 0.17% of the portfolio, ranked #61.

Meridian Management first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $741K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Meridian Management held 5,200 shares of iShares Russell Mid-Cap Growth ETF worth $666K as of Q1 2026.
Meridian Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Meridian Management's portfolio in Q1 2026, its #61 holding.
Meridian Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
Meridian Management's iShares Russell Mid-Cap Growth ETF position peaked at $741K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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