Meridian Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$564K	Sell	1,322 -21	-2%	-$8.65K	0.02%	520
2026 Q1	$498K	Buy	1,343 +21	+2%	+$8.12K	0.02%	518
2025 Q4	$511K	Hold	1,322	–	–	0.02%	497
2025 Q3	$501K	Hold	1,322	–	–	0.02%	478
2025 Q2	$464K	Hold	1,322	–	–	0.02%	461
2025 Q1	$420K	Hold	1,322	–	–	0.02%	448
2024 Q4	$442K	Hold	1,322	–	–	0.02%	434
2024 Q3	$432K	Buy	+1,322	New	+$416K	0.02%	439
2024 Q2	–	Sell	-1,321	Closed	-$396K	–	425
2024 Q1	$396K	Hold	1,321	–	–	0.07%	151
2023 Q4	$362K	Sell	1,321 -1,321	-50%	-$337K	0.02%	450
2023 Q3	$647K	Buy	2,642 +1,371	+108%	+$350K	0.04%	313
2023 Q2	$323K	Hold	1,271	–	–	0.03%	418
2023 Q1	$299K	Hold	1,271	–	–	0.03%	425
2022 Q4	$280K	Sell	1,271 -4	-0.3%	-$889	0.03%	432
2022 Q3	$264K	Hold	1,275	–	–	0.03%	390
2022 Q2	$277K	Buy	1,275 +13	+1%	+$3.08K	0.02%	448
2022 Q1	$331K	Hold	1,262	–	–	0.04%	296
2021 Q4	$350K	Hold	1,262	–	–	0.04%	294
2021 Q3	$322K	Hold	1,262	–	–	0.04%	294
2021 Q2	$323K	Hold	1,262	–	–	0.04%	292
2021 Q1	$299K	Hold	1,262	–	–	0.04%	278
2020 Q4	$282K	Hold	1,262	–	–	0.04%	264
2020 Q3	$246K	Hold	1,262	–	–	0.06%	213
2020 Q2	$227K	Buy	+1,262	New	+$214K	0.08%	194
2020 Q1	–	Sell	-1,262	Closed	-$237K	–	228
2019 Q4	$237K	Hold	1,262	–	–	0.11%	176
2019 Q3	$219K	Hold	1,262	–	–	0.1%	185
2019 Q2	$2.17K	Hold	1,262	–	–	0.09%	191
2019 Q1	$210K	Buy	+1,262	New	+$203K	0.1%	181
2018 Q3	–	Sell	-1,274	Closed	-$207K	–	181
2018 Q2	$207K	Buy	+1,274	New	+$205K	0.1%	173
2018 Q1	–	Sell	-1,274	Closed	-$202K	–	187
2017 Q4	$202K	Buy	+1,274	New	+$196K	0.12%	165

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Meridian Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.6% in Q2 2026, selling an estimated $8.65K and leaving 1,322 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #520.

Meridian Wealth Management first reported a position in IWV in Q4 2017 and has held it in 30 quarters since. The position peaked at $647K in Q3 2023. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Meridian Wealth Management held 1,322 shares of iShares Russell 3000 ETF worth $564K as of Q2 2026.
Meridian Wealth Management sold 21 iShares Russell 3000 ETF shares in Q2 2026, an estimated $8.65K.
iShares Russell 3000 ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #520 holding.
Meridian Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 30 quarters since.
Meridian Wealth Management's iShares Russell 3000 ETF position peaked at $647K in Q3 2023.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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