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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
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 		$3.13M 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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

Merit Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 18% in Q2 2026, selling an estimated $3.56M and leaving 58,006 shares worth $17.4M. The position accounts for 0.11% of the portfolio, ranked #167.

Merit Financial Group first reported a position in IWM in Q3 2019 and has held it in 28 quarters since. The position peaked at $17.5M in Q1 2026. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Merit Financial Group held 58,006 shares of iShares Russell 2000 ETF worth $17.4M as of Q2 2026.
  • Merit Financial Group sold 12,657 iShares Russell 2000 ETF shares in Q2 2026, an estimated $3.56M.
  • iShares Russell 2000 ETF made up 0.11% of Merit Financial Group's portfolio in Q2 2026, its #167 holding.
  • Merit Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2019 and has held it in 28 quarters since.
  • Merit Financial Group's iShares Russell 2000 ETF position peaked at $17.5M in Q1 2026.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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