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

Merit Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.01M Sell
24,782
-106
-0.4% -$24.7K 0.04% 382
2026
Q1 		$5.32M Buy
24,888
+4,506
+22% +$987K 0.04% 371
2025
Q4 		$4.29M Buy
20,382
+3,434
+20% +$709K 0.03% 393
2025
Q3 		$3.45M Sell
16,948
-394
-2% -$78.4K 0.03% 403
2025
Q2 		$3.37M Sell
17,342
-2,784
-14% -$516K 0.04% 370
2025
Q1 		$3.79M Sell
20,126
-531
-3% -$101K 0.06% 273
2024
Q4 		$3.82M Buy
20,657
+12,422
+151% +$2.38M 0.07% 229
2024
Q3 		$1.56M Buy
8,235
+3,034
+58% +$553K 0.03% 321
2024
Q2 		$907K Buy
5,201
+49
+1% +$8.57K 0.02% 442
2024
Q1 		$892K Buy
5,152
+1,100
+27% +$186K 0.02% 434
2023
Q4 		$670K Buy
4,052
+1,640
+68% +$253K 0.02% 410
2023
Q3 		$366K Buy
2,412
+481
+25% +$76.3K 0.01% 532
2023
Q2 		$305K Sell
1,931
-999
-34% -$153K 0.01% 589
2023
Q1 		$446K Sell
2,930
-132
-4% -$20.4K 0.02% 429
2022
Q4 		$464K Buy
3,062
+505
+20% +$75.6K 0.02% 438
2022
Q3 		$348K Buy
2,557
+223
+10% +$33.5K 0.02% 411
2022
Q2 		$338K Buy
+2,334
New +$365K 0.01% 424
2018
Q4 		– Sell
-1,572
Closed -$242K – 115
2018
Q3 		$242K Buy
1,572
+107
+7% +$13.4K 0.04% 104
2018
Q2 		$218K Buy
1,465
+28
+2% +$3.4K 0.04% 109
2018
Q1 		$202K Sell
1,437
-211
-13% -$26.3K 0.04% 107
2017
Q4 		$234K Buy
+1,648
New +$200K 0.05% 99

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Merit Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.43% in Q2 2026, selling an estimated $24.7K and leaving 24,782 shares worth $6.01M. The position accounts for 0.04% of the portfolio, ranked #382.

Merit Financial Group first reported a position in IWD in Q4 2017 and has held it in 21 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Merit Financial Group held 24,782 shares of iShares Russell 1000 Value ETF worth $6.01M as of Q2 2026.
  • Merit Financial Group sold 106 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $24.7K.
  • iShares Russell 1000 Value ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #382 holding.
  • Merit Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 21 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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