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

Meridian Wealth Management’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
Q1 		$3.55M Sell
33,284
-2,372
-7% -$269K 0.12% 154
2025
Q4 		$4.22M Buy
35,656
+2,696
+8% +$319K 0.15% 125
2025
Q3 		$3.84M Buy
32,960
+792
+2% +$88.2K 0.15% 137
2025
Q2 		$3.41M Sell
32,168
-300
-0.9% -$28.7K 0.15% 149
2025
Q1 		$2.93M Sell
32,468
-804
-2% -$79.3K 0.14% 152
2024
Q4 		$3.34M Sell
33,272
-444
-1% -$43.7K 0.16% 137
2024
Q3 		$3.16M Buy
+33,716
New +$3.06M 0.16% 141
2024
Q2 		– Sell
-34,352
Closed -$2.89M – 418
2024
Q1 		$2.89M Buy
34,352
+308
+0.9% +$24.8K 0.48% 40
2023
Q4 		$2.58M Sell
34,044
-25,580
-43% -$1.81M 0.16% 141
2023
Q3 		$3.97M Buy
59,624
+29,428
+97% +$2.03M 0.24% 89
2023
Q2 		$2.08M Sell
30,196
-3,112
-9% -$198K 0.18% 118
2023
Q1 		$2.03M Buy
33,308
+872
+3% +$50.2K 0.18% 123
2022
Q4 		$1.74M Buy
32,436
+280
+0.9% +$15.4K 0.17% 130
2022
Q3 		$1.69M Sell
32,156
-752
-2% -$44.2K 0.18% 121
2022
Q2 		$1.8M Buy
32,908
+11,452
+53% +$688K 0.15% 157
2022
Q1 		$1.49M Buy
21,456
+1,704
+9% +$116K 0.16% 114
2021
Q4 		$1.51M Buy
19,752
+1,952
+11% +$145K 0.16% 120
2021
Q3 		$1.22M Hold
17,800
– – 0.15% 131
2021
Q2 		$1.21M Buy
17,800
+208
+1% +$13.4K 0.15% 131
2021
Q1 		$1.07M Sell
17,592
-1,176
-6% -$71.6K 0.16% 127
2020
Q4 		$1.13M Buy
18,768
+1,948
+12% +$111K 0.18% 106
2020
Q3 		$912K Buy
16,820
+4,704
+39% +$248K 0.22% 92
2020
Q2 		$581K Buy
12,116
+28
+0.2% +$1.23K 0.19% 113
2020
Q1 		$455K Sell
12,088
-152
-1% -$6.55K 0.2% 116
2019
Q4 		$538K Sell
12,240
-88
-0.7% -$3.67K 0.26% 76
2019
Q3 		$492K Sell
12,328
-8
-0.1% -$321 0.23% 85
2019
Q2 		$4.85K Buy
12,336
+6,068
+97% +$235K 0.2% 87
2019
Q1 		$237K Sell
6,268
-6,096
-49% -$219K 0.11% 164
2018
Q4 		$405K Buy
12,364
+5,876
+91% +$207K 0.24% 84
2018
Q3 		$253K Sell
6,488
-6,088
-48% -$231K 0.11% 143
2018
Q2 		$452K Buy
12,576
+4
+0% +$141 0.21% 101
2018
Q1 		$428K Buy
12,572
+6,088
+94% +$213K 0.21% 94
2017
Q4 		$203K Hold
6,484
– – 0.13% 164
2017
Q3 		$203K Sell
6,484
-252
-4% -$7.71K 0.13% 162
2017
Q2 		$200K Buy
+6,736
New +$198K 0.13% 161

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meridian Wealth Management's IWF Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 6.7% in Q1 2026, selling an estimated $269K and leaving 33,284 shares worth $3.55M. The position accounts for 0.12% of the portfolio, ranked #154.

Meridian Wealth Management first reported a position in IWF in Q2 2017 and has held it in 35 quarters since. The position peaked at $4.22M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Meridian Wealth Management held 33,284 shares of iShares Russell 1000 Growth ETF worth $3.55M as of Q1 2026.
  • Meridian Wealth Management sold 2,372 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $269K.
  • iShares Russell 1000 Growth ETF made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #154 holding.
  • Meridian Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2017 and has held it in 35 quarters since.
  • Meridian Wealth Management's iShares Russell 1000 Growth ETF position peaked at $4.22M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.