Meridian Wealth Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Meridian Wealth Partners’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$396K	Hold	1,111	–	–	0.05%	75
2025 Q4	$415K	Hold	1,111	–	–	0.06%	71
2025 Q3	$406K	Hold	1,111	–	–	0.06%	71
2025 Q2	$377K	Hold	1,111	–	–	0.05%	79
2025 Q1	$341K	Hold	1,111	–	–	0.05%	77
2024 Q4	$358K	Hold	1,111	–	–	0.05%	80
2024 Q3	$349K	Hold	1,111	–	–	0.05%	78
2024 Q2	$331K	Hold	1,111	–	–	0.06%	78
2024 Q1	$320K	Hold	1,111	–	–	0.06%	79
2023 Q4	$291K	Hold	1,111	–	–	0.06%	76
2023 Q3	$261K	Buy	1,111 +161	+17%	+$39.4K	0.05%	79
2023 Q2	$232K	Hold	950	–	–	0.05%	83
2023 Q1	$214K	Sell	950 -175	-16%	-$38.5K	0.05%	85
2022 Q4	$237K	Hold	1,125	–	–	0.05%	77
2022 Q3	$222K	Hold	1,125	–	–	0.06%	74
2022 Q2	$234K	Buy	1,125 +175	+18%	+$39.5K	0.06%	70
2022 Q1	$238K	Hold	950	–	–	0.05%	72
2021 Q4	$251K	Hold	950	–	–	0.05%	72
2021 Q3	$230K	Hold	950	–	–	0.05%	69
2021 Q2	$230K	Hold	950	–	–	0.05%	70
2021 Q1	$213K	Hold	950	–	–	0.06%	70
2020 Q4	$201K	Hold	950	–	–	0.08%	63
2020 Q3	$178K	Hold	950	–	–	0.09%	62
2020 Q2	$163K	Sell	950 -50	-5%	-$8.09K	0.09%	66
2020 Q1	$142K	Hold	1,000	–	–	0.08%	66
2019 Q4	$178K	Buy	+1,000	New	+$171K	0.11%	67

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Meridian Wealth Partners's IWB Position: Q1 2026 in Review

Meridian Wealth Partners held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 1,111 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #75.

Meridian Wealth Partners first reported a position in IWB in Q4 2019 and has held it in 26 quarters since. The position peaked at $415K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Meridian Wealth Partners held 1,111 shares of iShares Russell 1000 ETF worth $396K as of Q1 2026.
Meridian Wealth Partners left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.05% of Meridian Wealth Partners's portfolio in Q1 2026, its #75 holding.
Meridian Wealth Partners first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 26 quarters since.
Meridian Wealth Partners's iShares Russell 1000 ETF position peaked at $415K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.