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

Meridian Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$693K Hold
2,858
– – 0.08% 127
2026
Q1 		$611K Hold
2,858
– – 0.08% 126
2025
Q4 		$601K Sell
2,858
-20
-0.7% -$4.13K 0.08% 123
2025
Q3 		$586K Hold
2,878
– – 0.08% 118
2025
Q2 		$559K Sell
2,878
-20
-0.7% -$3.7K 0.09% 115
2025
Q1 		$545K Hold
2,898
– – 0.09% 105
2024
Q4 		$537K Hold
2,898
– – 0.09% 113
2024
Q3 		$550K Buy
2,898
+126
+5% +$23K 0.09% 104
2024
Q2 		$484K Buy
2,772
+658
+31% +$115K 0.09% 116
2024
Q1 		$379K Hold
2,114
– – 0.07% 131
2023
Q4 		$349K Hold
2,114
– – 0.08% 134
2023
Q3 		$321K Hold
2,114
– – 0.08% 132
2023
Q2 		$334K Buy
2,114
+15
+0.7% +$2.29K 0.08% 137
2023
Q1 		$320K Hold
2,099
– – 0.08% 142
2022
Q4 		$318K Hold
2,099
– – 0.08% 149
2022
Q3 		$285K Hold
2,099
– – 0.08% 153
2022
Q2 		$304K Sell
2,099
-244
-10% -$38.2K 0.08% 154
2022
Q1 		$389K Buy
2,343
+70
+3% +$11.5K 0.09% 145
2021
Q4 		$382K Hold
2,273
– – 0.09% 141
2021
Q3 		$356K Sell
2,273
-147
-6% -$23.6K 0.1% 144
2021
Q2 		$384K Buy
2,420
+229
+10% +$36.3K 0.11% 137
2021
Q1 		$332K Sell
2,191
-20
-0.9% -$2.89K 0.11% 136
2020
Q4 		$302K Hold
2,211
– – 0.11% 138
2020
Q3 		$261K Sell
2,211
-326
-13% -$38.7K 0.11% 141
2020
Q2 		$286K Sell
2,537
-843
-25% -$92.7K 0.13% 126
2020
Q1 		$335K Buy
3,380
+664
+24% +$82.8K 0.19% 95
2019
Q4 		$371K Buy
2,716
+48
+2% +$6.33K 0.15% 108
2019
Q3 		$342K Buy
2,668
+192
+8% +$24.4K 0.15% 115
2019
Q2 		$315K Buy
2,476
+147
+6% +$18.4K 0.22% 94
2019
Q1 		$288K Sell
2,329
-2,853
-55% -$343K 0.21% 92
2018
Q4 		$575K Buy
+5,182
New +$621K 0.44% 46

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Meridian Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,858 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #127.

Meridian Wealth Advisors first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Meridian Wealth Advisors held 2,858 shares of iShares Russell 1000 Value ETF worth $693K as of Q2 2026.
  • Meridian Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of Meridian Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Meridian Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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