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 Q2	$2.1M	Buy	5,323 +286	+6%	+$104K	0.06%	250
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	-$65.6K	–	342
2019 Q2	$65.6K	Buy	+326	New	+$64.5K	0.03%	333

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 5.7% in Q2 2026, buying an estimated $104K and bringing the position to 5,323 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #250.

Meridian Wealth Management first reported a position in IWO in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.74M in Q4 2021. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Meridian Wealth Management held 5,323 shares of iShares Russell 2000 Growth ETF worth $2.1M as of Q2 2026.
Meridian Wealth Management bought 286 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $104K.
iShares Russell 2000 Growth ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #250 holding.
Meridian Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 24 quarters since.
Meridian Wealth Management's iShares Russell 2000 Growth ETF position peaked at $3.74M in Q4 2021.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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