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 Q2	$368K	Sell	863 -28	-3%	-$11.5K	0.04%	85
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Meridian Wealth Partners reduced its iShares Russell 3000 ETF (IWV) stake by 3.1% in Q2 2026, selling an estimated $11.5K and leaving 863 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #85.

Meridian Wealth Partners first reported a position in IWV in Q4 2019 and has held it in 16 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Meridian Wealth Partners held 863 shares of iShares Russell 3000 ETF worth $368K as of Q2 2026.
Meridian Wealth Partners sold 28 iShares Russell 3000 ETF shares in Q2 2026, an estimated $11.5K.
iShares Russell 3000 ETF made up 0.04% of Meridian Wealth Partners's portfolio in Q2 2026, its #85 holding.
Meridian Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 16 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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