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

Merit Financial Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.22M Sell
19,061
-63
-0.3% -$13.2K 0.03% 486
2026
Q1 		$3.63M Buy
19,124
+8,142
+74% +$1.58M 0.03% 486
2025
Q4 		$1.99M Buy
10,982
+1,406
+15% +$253K 0.02% 647
2025
Q3 		$1.69M Sell
9,576
-202
-2% -$34.1K 0.02% 641
2025
Q2 		$1.54M Buy
9,778
+1,669
+21% +$249K 0.02% 612
2025
Q1 		$1.22M Buy
8,109
+1,827
+29% +$295K 0.02% 584
2024
Q4 		$1.03M Buy
6,282
+4,836
+334% +$825K 0.02% 503
2024
Q3 		$241K Sell
1,446
-465
-24% -$75.5K 0.01% 735
2024
Q2 		$291K Sell
1,911
-86
-4% -$13.2K 0.01% 743
2024
Q1 		$308K Buy
+1,997
New +$302K 0.01% 698
2022
Q2 		– Sell
-1,405
Closed -$227K – 593
2022
Q1 		$227K Hold
1,405
– – 0.01% 345
2021
Q4 		$233K Sell
1,405
-48
-3% -$8K 0.02% 248
2021
Q3 		$233K Buy
1,453
+61
+4% +$9.8K 0.02% 240
2021
Q2 		$231K Buy
+1,392
New +$230K 0.02% 238

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Merit Financial Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.33% in Q2 2026, selling an estimated $13.2K and leaving 19,061 shares worth $4.22M. The position accounts for 0.03% of the portfolio, ranked #486.

Merit Financial Group first reported a position in IWN in Q2 2021 and has held it in 14 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Merit Financial Group held 19,061 shares of iShares Russell 2000 Value ETF worth $4.22M as of Q2 2026.
  • Merit Financial Group sold 63 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Russell 2000 Value ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #486 holding.
  • Merit Financial Group first reported a position in iShares Russell 2000 Value ETF in Q2 2021 and has held it in 14 quarters since.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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