Meridian Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Meridian Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.2M	Buy	21,889 +625	+3%	+$86.1K	0.1%	190
2026 Q1	$2.72M	Sell	21,264 -19,006	-47%	-$2.57M	0.1%	188
2025 Q4	$5.51M	Buy	40,270 +855	+2%	+$119K	0.19%	99
2025 Q3	$5.61M	Buy	39,415 +2,070	+6%	+$293K	0.22%	93
2025 Q2	$5.18M	Buy	37,345 +4,266	+13%	+$540K	0.22%	101
2025 Q1	$3.89M	Buy	33,079 +6,503	+24%	+$836K	0.19%	124
2024 Q4	$3.37M	Buy	26,576 +11,592	+77%	+$1.47M	0.16%	135
2024 Q3	$1.76M	Buy	+14,984	New	+$1.68M	0.09%	198
2024 Q2	–	Sell	-14,551	Closed	-$1.66M	–	422
2024 Q1	$1.66M	Buy	14,551 +585	+4%	+$63.3K	0.28%	60
2023 Q4	$1.46M	Sell	13,966 -2,036	-13%	-$193K	0.09%	209
2023 Q3	$1.46M	Buy	16,002 +6,621	+71%	+$633K	0.09%	189
2023 Q2	$906K	Sell	9,381 -244	-3%	-$22.2K	0.08%	218
2023 Q1	$876K	Buy	9,625 +11	+0.1%	+$982	0.08%	226
2022 Q4	$804K	Buy	9,614 +576	+6%	+$48.5K	0.08%	226
2022 Q3	$709K	Sell	9,038 -43	-0.5%	-$3.7K	0.08%	227
2022 Q2	$719K	Buy	9,081 +1,949	+27%	+$170K	0.06%	285
2022 Q1	$717K	Buy	7,132 +3	+0%	+$299	0.08%	191
2021 Q4	$821K	Sell	7,129 -46	-0.6%	-$5.36K	0.09%	179
2021 Q3	$804K	Sell	7,175 -4,376	-38%	-$503K	0.1%	169
2021 Q2	$1.31M	Sell	11,551 -229	-2%	-$24.5K	0.17%	118
2021 Q1	$1.2M	Sell	11,780 -168	-1%	-$17.6K	0.18%	115
2020 Q4	$1.23M	Buy	11,948 +1,810	+18%	+$172K	0.19%	97
2020 Q3	$875K	Buy	+10,138	New	+$856K	0.21%	93
2019 Q3	–	Sell	-844	Closed	-$60.1K	–	343
2019 Q2	$60.1K	Buy	+844	New	+$58.7K	0.02%	345

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Meridian Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, buying an estimated $86.1K and bringing the position to 21,889 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #190.

Meridian Wealth Management first reported a position in IWP in Q2 2019 and has held it in 24 quarters since. The position peaked at $5.61M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Meridian Wealth Management held 21,889 shares of iShares Russell Mid-Cap Growth ETF worth $3.2M as of Q2 2026.
Meridian Wealth Management bought 625 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $86.1K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Meridian Wealth Management's portfolio in Q2 2026, its #190 holding.
Meridian Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 24 quarters since.
Meridian Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $5.61M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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