Meridian Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Meridian Wealth Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	3,190 +5	+0.2%	+$1.86K	0.15%	89
2025 Q4	$1.19M	Hold	3,185	–	–	0.16%	79
2025 Q3	$1.16M	Buy	3,185 +34	+1%	+$12K	0.17%	79
2025 Q2	$1.07M	Hold	3,151	–	–	0.17%	79
2025 Q1	$967K	Hold	3,151	–	–	0.16%	80
2024 Q4	$1.02M	Buy	3,151 +8	+0.3%	+$2.59K	0.17%	80
2024 Q3	$988K	Hold	3,143	–	–	0.17%	81
2024 Q2	$935K	Hold	3,143	–	–	0.17%	84
2024 Q1	$905K	Hold	3,143	–	–	0.17%	87
2023 Q4	$824K	Hold	3,143	–	–	0.18%	88
2023 Q3	$738K	Hold	3,143	–	–	0.18%	86
2023 Q2	$766K	Hold	3,143	–	–	0.19%	90
2023 Q1	$708K	Sell	3,143 -74	-2%	-$16.3K	0.18%	94
2022 Q4	$677K	Hold	3,217	–	–	0.17%	95
2022 Q3	$635K	Hold	3,217	–	–	0.18%	97
2022 Q2	$668K	Hold	3,217	–	–	0.18%	102
2022 Q1	$804K	Hold	3,217	–	–	0.19%	99
2021 Q4	$851K	Hold	3,217	–	–	0.21%	92
2021 Q3	$778K	Hold	3,217	–	–	0.22%	91
2021 Q2	$779K	Hold	3,217	–	–	0.22%	90
2021 Q1	$720K	Hold	3,217	–	–	0.24%	82
2020 Q4	$681K	Hold	3,217	–	–	0.25%	86
2020 Q3	$602K	Hold	3,217	–	–	0.26%	84
2020 Q2	$552K	Hold	3,217	–	–	0.26%	84
2020 Q1	$455K	Buy	3,217 +675	+27%	+$114K	0.25%	79
2019 Q4	$454K	Hold	2,542	–	–	0.18%	100
2019 Q3	$418K	Buy	2,542 +108	+4%	+$17.7K	0.18%	103
2019 Q2	$396K	Hold	2,434	–	–	0.28%	80
2019 Q1	$383K	Hold	2,434	–	–	0.28%	81
2018 Q4	$338K	Buy	+2,434	New	+$364K	0.26%	78

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Meridian Wealth Advisors's IWB Position: Q1 2026 in Review

Meridian Wealth Advisors increased its iShares Russell 1000 ETF (IWB) stake by 0.16% in Q1 2026, buying an estimated $1.86K and bringing the position to 3,190 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #89.

Meridian Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.19M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Meridian Wealth Advisors held 3,190 shares of iShares Russell 1000 ETF worth $1.14M as of Q1 2026.
Meridian Wealth Advisors bought 5 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.86K.
iShares Russell 1000 ETF made up 0.15% of Meridian Wealth Advisors's portfolio in Q1 2026, its #89 holding.
Meridian Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 30 quarters since.
Meridian Wealth Advisors's iShares Russell 1000 ETF position peaked at $1.19M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.