Merit Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Merit Financial Group’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.09M	Buy	48,429 +16,331	+51%	+$2.25M	0.04%	338
2026 Q1	$4.11M	Sell	32,098 -6,266	-16%	-$848K	0.03%	444
2025 Q4	$5.25M	Buy	38,364 +25,291	+193%	+$3.53M	0.04%	353
2025 Q3	$1.86M	Sell	13,073 -343	-3%	-$48.5K	0.02%	605
2025 Q2	$1.86M	Sell	13,416 -7,007	-34%	-$886K	0.02%	553
2025 Q1	$2.4M	Sell	20,423 -358	-2%	-$46K	0.04%	376
2024 Q4	$2.63M	Buy	20,781 +18,802	+950%	+$2.39M	0.05%	303
2024 Q3	$232K	Sell	1,979 -631	-24%	-$70.6K	0.01%	749
2024 Q2	$288K	Buy	+2,610	New	+$287K	0.01%	746
2022 Q2	–	Sell	-2,835	Closed	-$285K	–	594
2022 Q1	$285K	Buy	+2,835	New	+$282K	0.02%	311

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Merit Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 51% in Q2 2026, buying an estimated $2.25M and bringing the position to 48,429 shares worth $7.09M. The position accounts for 0.04% of the portfolio, ranked #338.

Merit Financial Group first reported a position in IWP in Q1 2022 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Merit Financial Group held 48,429 shares of iShares Russell Mid-Cap Growth ETF worth $7.09M as of Q2 2026.
Merit Financial Group bought 16,331 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.25M.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #338 holding.
Merit Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 10 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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