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
174,053
-31,231
-15% -$3.77M 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $3.77M and leaving 174,053 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. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Merit Financial Group held 174,053 shares of iShares Russell 1000 Growth ETF worth $21.6M as of Q2 2026.
  • Merit Financial Group sold 31,231 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $3.77M.
  • 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.
  • 2,509 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.