Merit Financial Group
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Merit Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Merit Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.2M Buy
62,025
+4,019
+7% +$1.18M 0.1% 183
2026
Q2 		$17.4M Sell
58,006
-12,657
-18% -$3.56M 0.11% 167
2026
Q1 		$17.5M Buy
70,663
+47,506
+205% +$12.3M 0.13% 137
2025
Q4 		$5.7M Buy
23,157
+679
+3% +$167K 0.05% 332
2025
Q3 		$5.44M Buy
22,478
+775
+4% +$178K 0.05% 304
2025
Q2 		$4.68M Sell
21,703
-3,698
-15% -$744K 0.05% 297
2025
Q1 		$5.07M Sell
25,401
-593
-2% -$129K 0.08% 221
2024
Q4 		$5.74M Buy
25,994
+8,142
+46% +$1.86M 0.1% 165
2024
Q3 		$3.94M Buy
17,852
+2,623
+17% +$561K 0.09% 177
2024
Q2 		$3.09M Sell
15,229
-166
-1% -$33.5K 0.07% 209
2024
Q1 		$3.11M Buy
15,395
+803
+6% +$160K 0.07% 207
2023
Q4 		$2.93M Sell
14,592
-1,880
-11% -$337K 0.09% 152
2023
Q3 		$2.91M Sell
16,472
-431
-3% -$80.9K 0.1% 168
2023
Q2 		$3.17M Sell
16,903
-1,645
-9% -$293K 0.1% 152
2023
Q1 		$3.31M Sell
18,548
-2,574
-12% -$474K 0.12% 129
2022
Q4 		$3.68M Buy
21,122
+2,116
+11% +$376K 0.13% 119
2022
Q3 		$3.14M Sell
19,006
-163
-0.9% -$29.7K 0.14% 110
2022
Q2 		$3.25M Sell
19,169
-94
-0.5% -$17.3K 0.1% 132
2022
Q1 		$3.95M Sell
19,263
-439
-2% -$89.6K 0.24% 69
2021
Q4 		$4.38M Sell
19,702
-121
-0.6% -$27.3K 0.43% 29
2021
Q3 		$4.34M Buy
19,823
+183
+0.9% +$40.6K 0.45% 25
2021
Q2 		$4.5M Buy
19,640
+1,257
+7% +$283K 0.42% 25
2021
Q1 		$4.06M Buy
18,383
+5,907
+47% +$1.29M 0.43% 24
2020
Q4 		$2.45M Buy
12,476
+2,507
+25% +$439K 0.24% 32
2020
Q3 		$1.49M Buy
9,969
+5,110
+105% +$769K 0.14% 61
2020
Q2 		$696K Sell
4,859
-390
-7% -$51.2K 0.07% 101
2020
Q1 		$601K Sell
5,249
-2,132
-29% -$318K 0.07% 106
2019
Q4 		$1.22M Buy
7,381
+3,906
+112% +$617K 0.11% 76
2019
Q3 		$526K Buy
+3,475
New +$531K 0.06% 81

Other funds holding IWM

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Merit Financial Group's IWM Position: Q3 2026 in Review

Merit Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 6.9% in Q3 2026, buying an estimated $1.18M and bringing the position to 62,025 shares worth $17.2M. The position accounts for 0.1% of the portfolio, ranked #183.

Merit Financial Group first reported a position in IWM in Q3 2019 and has held it in 29 quarters since. The position peaked at $17.5M in Q1 2026. 1,856 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Merit Financial Group held 62,025 shares of iShares Russell 2000 ETF worth $17.2M as of Q3 2026.
  • Merit Financial Group bought 4,019 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.18M.
  • iShares Russell 2000 ETF made up 0.1% of Merit Financial Group's portfolio in Q3 2026, its #183 holding.
  • Merit Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 29 quarters since.
  • Merit Financial Group's iShares Russell 2000 ETF position peaked at $17.5M in Q1 2026.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.