MFG
IWF icon

Merit Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Merit Financial Group’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 		$21.6M Sell
174,054
-31,230
-15% -$3.76M 0.13% 135
2026
Q1 		$21.9M Buy
205,284
+28,864
+16% +$3.28M 0.16% 112
2025
Q4 		$20.9M Buy
176,420
+111,680
+173% +$13.2M 0.17% 108
2025
Q3 		$7.58M Sell
64,740
-4,240
-6% -$472K 0.07% 212
2025
Q2 		$7.32M Buy
68,980
+2,408
+4% +$230K 0.08% 190
2025
Q1 		$6.01M Buy
66,572
+16,916
+34% +$1.67M 0.09% 185
2024
Q4 		$4.99M Buy
49,656
+20,488
+70% +$2.02M 0.09% 186
2024
Q3 		$2.74M Buy
29,168
+7,852
+37% +$712K 0.06% 235
2024
Q2 		$1.94M Buy
21,316
+2,284
+12% +$195K 0.04% 272
2024
Q1 		$1.58M Buy
19,032
+4,584
+32% +$369K 0.04% 300
2023
Q4 		$1.09M Buy
14,448
+2,552
+21% +$180K 0.03% 290
2023
Q3 		$791K Buy
11,896
+1,872
+19% +$129K 0.03% 364
2023
Q2 		$690K Sell
10,024
-344
-3% -$21.9K 0.02% 395
2023
Q1 		$633K Sell
10,368
-3,012
-23% -$174K 0.02% 356
2022
Q4 		$717K Buy
13,380
+5,548
+71% +$305K 0.03% 353
2022
Q3 		$412K Sell
7,832
-544
-6% -$32K 0.02% 387
2022
Q2 		$458K Buy
8,376
+160
+2% +$9.61K 0.01% 376
2022
Q1 		$570K Hold
8,216
– – 0.03% 221
2021
Q4 		$628K Sell
8,216
-56
-0.7% -$4.15K 0.06% 149
2021
Q3 		$567K Buy
8,272
+772
+10% +$54.6K 0.06% 147
2021
Q2 		$509K Buy
7,500
+224
+3% +$14.4K 0.05% 156
2021
Q1 		$442K Buy
7,276
+3,948
+119% +$240K 0.05% 163
2020
Q4 		$201K Buy
+3,328
New +$189K 0.02% 203

Other funds holding IWF

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

Merit Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2026, selling an estimated $3.76M and leaving 174,054 shares worth $21.6M. The position accounts for 0.13% of the portfolio, ranked #135.

Merit Financial Group first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.9M in Q1 2026. 490 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Merit Financial Group held 174,054 shares of iShares Russell 1000 Growth ETF worth $21.6M as of Q2 2026.
  • Merit Financial Group sold 31,230 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.76M.
  • iShares Russell 1000 Growth ETF made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #135 holding.
  • Merit Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Merit Financial Group's iShares Russell 1000 Growth ETF position peaked at $21.9M in Q1 2026.
  • 490 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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