MFG
IWV icon

Merit Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Merit Financial Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
4,174
-56
-1% -$23.1K 0.01% 798
2026
Q1 		$1.57M Buy
4,230
+831
+24% +$321K 0.01% 785
2025
Q4 		$1.32M Buy
3,399
+2,502
+279% +$960K 0.01% 804
2025
Q3 		$340K Sell
897
-45
-5% -$16.4K ﹤0.01% 1370
2025
Q2 		$330K Buy
942
+213
+29% +$69.2K ﹤0.01% 1284
2025
Q1 		$232K Sell
729
-1,285
-64% -$431K ﹤0.01% 1226
2024
Q4 		$673K Buy
+2,014
New +$678K 0.01% 619

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Merit Financial Group reduced its iShares Russell 3000 ETF (IWV) stake by 1.3% in Q2 2026, selling an estimated $23.1K and leaving 4,174 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #798.

Merit Financial Group first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Merit Financial Group held 4,174 shares of iShares Russell 3000 ETF worth $1.78M as of Q2 2026.
  • Merit Financial Group sold 56 iShares Russell 3000 ETF shares in Q2 2026, an estimated $23.1K.
  • iShares Russell 3000 ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #798 holding.
  • Merit Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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