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Meridian Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Meridian Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
5,037
+151
+3% +$50.2K 0.06% 265
2025
Q4 		$1.58M Buy
4,886
+266
+6% +$86.5K 0.06% 263
2025
Q3 		$1.48M Sell
4,620
-571
-11% -$172K 0.06% 262
2025
Q2 		$1.48M Sell
5,191
-99
-2% -$26.1K 0.06% 240
2025
Q1 		$1.35M Sell
5,290
-126
-2% -$35.6K 0.07% 228
2024
Q4 		$1.56M Buy
5,416
+116
+2% +$34.3K 0.07% 218
2024
Q3 		$1.51M Buy
+5,300
New +$1.45M 0.07% 214
2024
Q2 		– Sell
-6,104
Closed -$1.65M – 421
2024
Q1 		$1.65M Buy
6,104
+6
+0.1% +$1.53K 0.28% 62
2023
Q4 		$1.54M Sell
6,098
-6,104
-50% -$1.38M 0.1% 197
2023
Q3 		$2.74M Buy
12,202
+3,255
+36% +$779K 0.17% 120
2023
Q2 		$2.17M Sell
8,947
-6,288
-41% -$1.44M 0.18% 114
2023
Q1 		$3.46M Sell
15,235
-162
-1% -$37.1K 0.3% 74
2022
Q4 		$3.3M Sell
15,397
-1,034
-6% -$227K 0.32% 70
2022
Q3 		$3.39M Sell
16,431
-545
-3% -$123K 0.37% 57
2022
Q2 		$3.5M Buy
16,976
+4,015
+31% +$895K 0.29% 88
2022
Q1 		$3.31M Buy
12,961
+196
+2% +$50.2K 0.36% 59
2021
Q4 		$3.74M Buy
12,765
+377
+3% +$114K 0.4% 50
2021
Q3 		$3.64M Buy
12,388
+399
+3% +$120K 0.45% 40
2021
Q2 		$3.74M Buy
11,989
+24
+0.2% +$7.22K 0.48% 40
2021
Q1 		$3.6M Sell
11,965
-173
-1% -$53.7K 0.52% 39
2020
Q4 		$3.48M Buy
12,138
+8,751
+258% +$2.23M 0.55% 37
2020
Q3 		$750K Buy
+3,387
New +$741K 0.18% 106
2019
Q3 		– Sell
-326
Closed -$656 – 342
2019
Q2 		$656 Buy
+326
New +$64.5K 0.03% 333

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Meridian Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.1% in Q1 2026, buying an estimated $50.2K and bringing the position to 5,037 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #265.

Meridian Wealth Management first reported a position in IWO in Q2 2019 and has held it in 23 quarters since. The position peaked at $3.74M in Q4 2021. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Meridian Wealth Management held 5,037 shares of iShares Russell 2000 Growth ETF worth $1.58M as of Q1 2026.
  • Meridian Wealth Management bought 151 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $50.2K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Meridian Wealth Management's portfolio in Q1 2026, its #265 holding.
  • Meridian Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 23 quarters since.
  • Meridian Wealth Management's iShares Russell 2000 Growth ETF position peaked at $3.74M in Q4 2021.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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