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

Meridian Wealth Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Buy
+1,796
New +$217K 0.03% 115
2026
Q1 		– Sell
-1,796
Closed -$213K – 123
2025
Q4 		$213K Buy
+1,796
New +$213K 0.03% 110

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meridian Wealth Partners's IWF Position: Q2 2026 in Review

Meridian Wealth Partners opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,796 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #115 among its holdings. This is a return to the name: Meridian Wealth Partners previously reported a position in IWF as recently as Q4 2025.

Meridian Wealth Partners first reported a position in IWF in Q4 2025 and has held it in 2 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Meridian Wealth Partners held 1,796 shares of iShares Russell 1000 Growth ETF worth $223K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Meridian Wealth Partners position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.03% of Meridian Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Meridian Wealth Partners first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.