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

Merit Financial Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Sell
21,256
-1,004
-5% -$106K 0.01% 688
2026
Q1 		$2.16M Sell
22,260
-3,825
-15% -$382K 0.02% 646
2025
Q4 		$2.51M Buy
26,085
+2,689
+11% +$259K 0.02% 556
2025
Q3 		$2.26M Sell
23,396
-5,767
-20% -$547K 0.02% 528
2025
Q2 		$2.68M Sell
29,163
-9,431
-24% -$815K 0.03% 430
2025
Q1 		$3.28M Sell
38,594
-7,353
-16% -$656K 0.05% 297
2024
Q4 		$4.06M Buy
45,947
+15,245
+50% +$1.38M 0.07% 224
2024
Q3 		$2.71M Buy
30,702
+26,586
+646% +$2.24M 0.06% 237
2024
Q2 		$334K Buy
4,116
+861
+26% +$70.1K 0.01% 691
2024
Q1 		$263K Sell
3,255
-517
-14% -$41K 0.01% 753
2023
Q4 		$293K Buy
3,772
+585
+18% +$41.6K 0.01% 627
2023
Q3 		$221K Sell
3,187
-277
-8% -$20.2K 0.01% 675
2023
Q2 		$253K Sell
3,464
-1,101
-24% -$76.6K 0.01% 640
2023
Q1 		$319K Sell
4,565
-57
-1% -$4.03K 0.01% 495
2022
Q4 		$312K Buy
4,622
+719
+18% +$48.5K 0.01% 533
2022
Q3 		$243K Buy
+3,903
New +$268K 0.01% 483

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Merit Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.5% in Q2 2026, selling an estimated $106K and leaving 21,256 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #688.

Merit Financial Group first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.06M in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Merit Financial Group held 21,256 shares of iShares Russell Mid-Cap ETF worth $2.34M as of Q2 2026.
  • Merit Financial Group sold 1,004 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $106K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #688 holding.
  • Merit Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Merit Financial Group's iShares Russell Mid-Cap ETF position peaked at $4.06M in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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