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

Meridian Wealth Advisors’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
Q2 		$9.42M Sell
75,845
-39
-0.1% -$4.7K 1.07% 24
2026
Q1 		$8.09M Buy
75,884
+13,584
+22% +$1.54M 1.07% 23
2025
Q4 		$7.37M Buy
62,300
+220
+0.4% +$26.1K 1.02% 23
2025
Q3 		$7.27M Buy
62,080
+35,008
+129% +$3.9M 1.03% 26
2025
Q2 		$2.87M Sell
27,072
-1,264
-4% -$121K 0.45% 49
2025
Q1 		$2.56M Hold
28,336
– – 0.43% 49
2024
Q4 		$2.84M Buy
28,336
+20
+0.1% +$1.97K 0.47% 48
2024
Q3 		$2.66M Sell
28,316
-788
-3% -$71.4K 0.44% 50
2024
Q2 		$2.65M Sell
29,104
-460
-2% -$39.3K 0.47% 49
2024
Q1 		$2.49M Sell
29,564
-156
-0.5% -$12.6K 0.47% 48
2023
Q4 		$2.25M Buy
29,720
+16
+0.1% +$1.13K 0.49% 52
2023
Q3 		$1.98M Buy
29,704
+96
+0.3% +$6.63K 0.49% 52
2023
Q2 		$2.04M Buy
29,608
+84
+0.3% +$5.34K 0.49% 53
2023
Q1 		$1.8M Sell
29,524
-76
-0.3% -$4.38K 0.45% 54
2022
Q4 		$1.59M Sell
29,600
-324
-1% -$17.8K 0.41% 59
2022
Q3 		$1.57M Sell
29,924
-376
-1% -$22.1K 0.44% 54
2022
Q2 		$1.66M Sell
30,300
-584
-2% -$35.1K 0.44% 53
2022
Q1 		$2.14M Sell
30,884
-76
-0.2% -$5.19K 0.5% 50
2021
Q4 		$2.37M Buy
30,960
+844
+3% +$62.6K 0.57% 47
2021
Q3 		$2.06M Buy
30,116
+84
+0.3% +$5.94K 0.57% 44
2021
Q2 		$2.04M Buy
30,032
+2,308
+8% +$149K 0.58% 42
2021
Q1 		$1.69M Sell
27,724
-28
-0.1% -$1.7K 0.56% 43
2020
Q4 		$1.67M Buy
27,752
+556
+2% +$31.6K 0.61% 37
2020
Q3 		$1.48M Buy
27,196
+284
+1% +$15K 0.63% 36
2020
Q2 		$1.29M Hold
26,912
– – 0.6% 39
2020
Q1 		$1.01M Buy
26,912
+11,316
+73% +$488K 0.56% 38
2019
Q4 		$686K Sell
15,596
-852
-5% -$35.6K 0.27% 71
2019
Q3 		$656K Buy
16,448
+1,288
+8% +$51.6K 0.28% 71
2019
Q2 		$596K Buy
15,160
+492
+3% +$19K 0.42% 49
2019
Q1 		$555K Sell
14,668
-14,580
-50% -$524K 0.4% 50
2018
Q4 		$957K Buy
+29,248
New +$1.03M 0.73% 26

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Meridian Wealth Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2026, selling an estimated $4.7K and leaving 75,845 shares worth $9.42M. The position accounts for 1.07% of the portfolio, ranked #24.

Meridian Wealth Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Meridian Wealth Advisors held 75,845 shares of iShares Russell 1000 Growth ETF worth $9.42M as of Q2 2026.
  • Meridian Wealth Advisors sold 39 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $4.7K.
  • iShares Russell 1000 Growth ETF made up 1.07% of Meridian Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Meridian Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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