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

Merit Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Sell
9,697
-334
-3% -$122K 0.02% 507
2026
Q1 		$3.15M Buy
10,031
+3,619
+56% +$1.2M 0.02% 523
2025
Q4 		$2.07M Buy
6,412
+496
+8% +$161K 0.02% 635
2025
Q3 		$1.89M Sell
5,916
-24
-0.4% -$7.24K 0.02% 595
2025
Q2 		$1.7M Buy
5,940
+1,923
+48% +$506K 0.02% 583
2025
Q1 		$1.03M Buy
4,017
+838
+26% +$237K 0.02% 644
2024
Q4 		$915K Buy
3,179
+1,998
+169% +$591K 0.02% 532
2024
Q3 		$335K Buy
1,181
+359
+44% +$98.3K 0.01% 649
2024
Q2 		$216K Buy
822
+9
+1% +$2.34K ﹤0.01% 846
2024
Q1 		$209K Sell
813
-63
-7% -$16.1K 0.01% 806
2023
Q4 		$221K Sell
876
-34
-4% -$7.66K 0.01% 700
2023
Q3 		$204K Sell
910
-2
-0.2% -$479 0.01% 690
2023
Q2 		$221K Sell
912
-61
-6% -$14K 0.01% 675
2023
Q1 		$221K Buy
973
+18
+2% +$4.12K 0.01% 577
2022
Q4 		$205K Buy
+955
New +$209K 0.01% 620

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Merit Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.3% in Q2 2026, selling an estimated $122K and leaving 9,697 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #507.

Merit Financial Group first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Merit Financial Group held 9,697 shares of iShares Russell 2000 Growth ETF worth $3.82M as of Q2 2026.
  • Merit Financial Group sold 334 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $122K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #507 holding.
  • Merit Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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