MFG
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Merit Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Merit Financial Group’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
Q2 		$11.8M Sell
28,829
-5
-0% -$1.98K 0.07% 229
2026
Q1 		$10.3M Sell
28,834
-1,995
-6% -$743K 0.08% 218
2025
Q4 		$11.5M Buy
30,829
+4,100
+15% +$1.52M 0.09% 180
2025
Q3 		$9.77M Sell
26,729
-1,628
-6% -$573K 0.09% 177
2025
Q2 		$9.63M Buy
28,357
+791
+3% +$248K 0.11% 152
2025
Q1 		$8.46M Sell
27,566
-778
-3% -$252K 0.13% 133
2024
Q4 		$9.13M Buy
28,344
+19,243
+211% +$6.23M 0.16% 115
2024
Q3 		$2.86M Sell
9,101
-1,265
-12% -$383K 0.06% 231
2024
Q2 		$3.08M Buy
10,366
+36
+0.3% +$10.3K 0.07% 210
2024
Q1 		$2.9M Buy
10,330
+697
+7% +$191K 0.07% 217
2023
Q4 		$2.53M Buy
9,633
+497
+5% +$122K 0.08% 168
2023
Q3 		$2.15M Buy
9,136
+819
+10% +$200K 0.07% 206
2023
Q2 		$2.03M Sell
8,317
-489
-6% -$113K 0.07% 220
2023
Q1 		$1.98M Buy
8,806
+100
+1% +$22K 0.07% 208
2022
Q4 		$1.83M Buy
8,706
+586
+7% +$124K 0.07% 211
2022
Q3 		$1.6M Buy
8,120
+686
+9% +$150K 0.07% 184
2022
Q2 		$1.54M Sell
7,434
-45
-0.6% -$10.2K 0.05% 197
2022
Q1 		$1.87M Buy
7,479
+359
+5% +$88.6K 0.11% 108
2021
Q4 		$1.88M Buy
7,120
+122
+2% +$31.4K 0.18% 59
2021
Q3 		$1.69M Sell
6,998
-8
-0.1% -$1.99K 0.18% 61
2021
Q2 		$1.7M Sell
7,006
-433
-6% -$102K 0.16% 65
2021
Q1 		$1.67M Buy
7,439
+2,040
+38% +$447K 0.17% 59
2020
Q4 		$1.14M Buy
5,399
+1,790
+50% +$357K 0.11% 79
2020
Q3 		$675K Buy
+3,609
New +$667K 0.06% 115

Other funds holding IWB

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Merit Financial Group's IWB Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.02% in Q2 2026, selling an estimated $1.98K and leaving 28,829 shares worth $11.8M. The position accounts for 0.07% of the portfolio, ranked #229.

Merit Financial Group first reported a position in IWB in Q3 2020 and has held it in 24 quarters since. 278 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Merit Financial Group held 28,829 shares of iShares Russell 1000 ETF worth $11.8M as of Q2 2026.
  • Merit Financial Group sold 5 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.98K.
  • iShares Russell 1000 ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #229 holding.
  • Merit Financial Group first reported a position in iShares Russell 1000 ETF in Q3 2020 and has held it in 24 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.