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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
2025
Q3 		– Sell
-23,500
Closed -$28.4K – 1829
2025
Q2 		$28.4K Buy
+23,500
New +$4.73M ﹤0.01% 1683

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 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. 596 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.
  • 596 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.