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

Meridian Wealth Management’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 		$1.79M Sell
4,381
-279
-6% -$111K 0.06% 277
2026
Q1 		$1.66M Buy
4,660
+4
+0.1% +$1.49K 0.06% 260
2025
Q4 		$1.74M Buy
4,656
+63
+1% +$23.3K 0.06% 252
2025
Q3 		$1.68M Buy
4,593
+270
+6% +$95.1K 0.06% 248
2025
Q2 		$1.47M Hold
4,323
– – 0.06% 242
2025
Q1 		$1.33M Buy
4,323
+123
+3% +$39.8K 0.06% 232
2024
Q4 		$1.35M Sell
4,200
-11
-0.3% -$3.56K 0.06% 236
2024
Q3 		$1.32M Buy
+4,211
New +$1.28M 0.07% 230
2024
Q2 		– Sell
-2,371
Closed -$683K – 416
2024
Q1 		$683K Buy
2,371
+14
+0.6% +$3.84K 0.11% 117
2023
Q4 		$618K Sell
2,357
-2,389
-50% -$585K 0.04% 337
2023
Q3 		$1.11M Buy
4,746
+2,543
+115% +$623K 0.07% 219
2023
Q2 		$537K Sell
2,203
-3,687
-63% -$849K 0.05% 310
2023
Q1 		$1.33M Sell
5,890
-520
-8% -$114K 0.12% 165
2022
Q4 		$1.35M Buy
6,410
+1,881
+42% +$398K 0.13% 152
2022
Q3 		$894K Buy
+4,529
New +$993K 0.1% 202
2019
Q3 		– Sell
-174
Closed -$28.3K – 340
2019
Q2 		$28.3K Sell
174
-1,355
-89% -$217K 0.01% 470
2019
Q1 		$231K Buy
+1,529
New +$231K 0.11% 168

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares Russell 1000 ETF (IWB) stake by 6% in Q2 2026, selling an estimated $111K and leaving 4,381 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #277.

Meridian Wealth Management first reported a position in IWB in Q1 2019 and has held it in 17 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Meridian Wealth Management held 4,381 shares of iShares Russell 1000 ETF worth $1.79M as of Q2 2026.
  • Meridian Wealth Management sold 279 iShares Russell 1000 ETF shares in Q2 2026, an estimated $111K.
  • iShares Russell 1000 ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Meridian Wealth Management first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 17 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.