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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Merit Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.6% in Q2 2026, buying an estimated $43.1K and bringing the position to 10,693 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #809.

Merit Financial Group first reported a position in IWS in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.74M in Q4 2024. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Merit Financial Group held 10,693 shares of iShares Russell Mid-Cap Value ETF worth $1.76M as of Q2 2026.
Merit Financial Group bought 273 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $43.1K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #809 holding.
Merit Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 16 quarters since.
Merit Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $2.74M in Q4 2024.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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