Merit Financial Group
IWS icon

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

Merit Financial Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.1M Buy
137,507
+126,814
+1,186% +$21.3M 0.12% 141
2026
Q2 		$1.76M Buy
10,693
+273
+3% +$43.1K 0.01% 809
2026
Q1 		$1.52M Sell
10,420
-3,955
-28% -$587K 0.01% 801
2025
Q4 		$2.03M Buy
14,375
+1,069
+8% +$149K 0.02% 639
2025
Q3 		$1.86M Sell
13,306
-915
-6% -$125K 0.02% 606
2025
Q2 		$1.88M Sell
14,221
-5,600
-28% -$702K 0.02% 547
2025
Q1 		$2.5M Sell
19,821
-1,342
-6% -$175K 0.04% 366
2024
Q4 		$2.74M Buy
21,163
+18,801
+796% +$2.52M 0.05% 295
2024
Q3 		$312K Sell
2,362
-1,109
-32% -$140K 0.01% 664
2024
Q2 		$419K Buy
3,471
+50
+1% +$6.08K 0.01% 628
2024
Q1 		$413K Buy
3,421
+321
+10% +$37.8K 0.01% 604
2023
Q4 		$360K Buy
3,100
+885
+40% +$94.3K 0.01% 572
2023
Q3 		$231K Sell
2,215
-358
-14% -$39.4K 0.01% 665
2023
Q2 		$283K Sell
2,573
-390
-13% -$41.1K 0.01% 603
2023
Q1 		$315K Sell
2,963
-278
-9% -$30.3K 0.01% 499
2022
Q4 		$341K Buy
+3,241
New +$340K 0.01% 512
2022
Q2 		– Sell
-3,166
Closed -$379K – 595
2022
Q1 		$379K Buy
+3,166
New +$373K 0.02% 272

Other funds holding IWS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Merit Financial Group's IWS Position: Q3 2026 in Review

Merit Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1,186% in Q3 2026, buying an estimated $21.3M and bringing the position to 137,507 shares worth $22.1M. The position accounts for 0.12% of the portfolio, ranked #141.

Merit Financial Group first reported a position in IWS in Q1 2022 and has held it in 17 quarters since. 676 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Merit Financial Group held 137,507 shares of iShares Russell Mid-Cap Value ETF worth $22.1M as of Q3 2026.
  • Merit Financial Group bought 126,814 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $21.3M.
  • iShares Russell Mid-Cap Value ETF made up 0.12% of Merit Financial Group's portfolio in Q3 2026, its #141 holding.
  • Merit Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 676 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.