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 Q2	$1.31M	Hold	3,190	–	–	0.15%	88
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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Meridian Wealth Advisors's IWB Position: Q2 2026 in Review

Meridian Wealth Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 3,190 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #88.

Meridian Wealth Advisors first reported a position in IWB in Q4 2018 and has held it in 31 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Meridian Wealth Advisors held 3,190 shares of iShares Russell 1000 ETF worth $1.31M as of Q2 2026.
Meridian Wealth Advisors left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.15% of Meridian Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Meridian Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 31 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.