Meritage Portfolio Management’s iShares Russell 1000 ETF IWB Stock Holding History

Meritage Portfolio Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.05M	Hold	2,824	–	–	0.07%	176
2025 Q3	$1.03M	Hold	2,824	–	–	0.07%	185
2025 Q2	$959K	Hold	2,824	–	–	0.06%	196
2025 Q1	$866K	Hold	2,824	–	–	0.06%	199
2024 Q4	$910K	Hold	2,824	–	–	0.06%	205
2024 Q3	$888K	Hold	2,824	–	–	0.05%	210
2024 Q2	$840K	Hold	2,824	–	–	0.05%	207
2024 Q1	$813K	Hold	2,824	–	–	0.05%	210
2023 Q4	$741K	Hold	2,824	–	–	0.05%	214
2023 Q3	$663K	Hold	2,824	–	–	0.05%	219
2023 Q2	$688K	Hold	2,824	–	–	0.05%	216
2023 Q1	$636K	Hold	2,824	–	–	0.05%	196
2022 Q4	$595K	Hold	2,824	–	–	0.05%	205
2022 Q3	$557K	Hold	2,824	–	–	0.05%	208
2022 Q2	$587K	Hold	2,824	–	–	0.05%	206
2022 Q1	$706K	Hold	2,824	–	–	0.04%	209
2021 Q4	$747K	Hold	2,824	–	–	0.04%	202
2021 Q3	$683K	Hold	2,824	–	–	0.04%	206
2021 Q2	$684K	Hold	2,824	–	–	0.04%	212
2021 Q1	$632K	Hold	2,824	–	–	0.04%	206
2020 Q4	$598K	Hold	2,824	–	–	0.04%	199
2020 Q3	$529K	Hold	2,824	–	–	0.05%	186
2020 Q2	$485K	Buy	+2,824	New	+$457K	0.05%	176

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Meritage Portfolio Management's IWB Position: Q4 2025 in Review

Meritage Portfolio Management held its iShares Russell 1000 ETF (IWB) position steady in Q4 2025 at 2,824 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #176.

Meritage Portfolio Management first reported a position in IWB in Q2 2020 and has held it in 23 quarters since. 1,498 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Meritage Portfolio Management held 2,824 shares of iShares Russell 1000 ETF worth $1.05M as of Q4 2025.
Meritage Portfolio Management left its iShares Russell 1000 ETF share count unchanged in Q4 2025.
iShares Russell 1000 ETF made up 0.07% of Meritage Portfolio Management's portfolio in Q4 2025, its #176 holding.
Meritage Portfolio Management first reported a position in iShares Russell 1000 ETF in Q2 2020 and has held it in 23 quarters since.
1,498 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.