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

Meridian Wealth Partners’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 Q1	$330K	Buy	891 +28	+3%	+$10.8K	0.05%	83
2025 Q4	$334K	Buy	863 +213	+33%	+$81.7K	0.05%	81
2025 Q3	$246K	Hold	650	–	–	0.03%	98
2025 Q2	$228K	Hold	650	–	–	0.03%	103
2025 Q1	$207K	Sell	650 -30	-4%	-$10.1K	0.03%	99
2024 Q4	$227K	Sell	680 -1	-0.1%	-$337	0.03%	100
2024 Q3	$223K	Hold	681	–	–	0.03%	99
2024 Q2	$210K	Hold	681	–	–	0.04%	104
2024 Q1	$204K	Buy	+681	New	+$194K	0.04%	102
2021 Q2	–	Sell	-591	Closed	-$140K	–	678
2021 Q1	$140K	Hold	591	–	–	0.04%	85
2020 Q4	$132K	Sell	591 -174	-23%	-$36.5K	0.05%	82
2020 Q3	$150K	Hold	765	–	–	0.08%	72
2020 Q2	$138K	Hold	765	–	–	0.07%	74
2020 Q1	$114K	Buy	765 +363	+90%	+$64.6K	0.07%	78
2019 Q4	$76K	Buy	+402	New	+$72.5K	0.05%	110

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Meridian Wealth Partners increased its iShares Russell 3000 ETF (IWV) stake by 3.2% in Q1 2026, buying an estimated $10.8K and bringing the position to 891 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #83.

Meridian Wealth Partners first reported a position in IWV in Q4 2019 and has held it in 15 quarters since. The position peaked at $334K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Meridian Wealth Partners held 891 shares of iShares Russell 3000 ETF worth $330K as of Q1 2026.
Meridian Wealth Partners bought 28 iShares Russell 3000 ETF shares in Q1 2026, an estimated $10.8K.
iShares Russell 3000 ETF made up 0.05% of Meridian Wealth Partners's portfolio in Q1 2026, its #83 holding.
Meridian Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 15 quarters since.
Meridian Wealth Partners's iShares Russell 3000 ETF position peaked at $334K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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