Merriman Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.62M | Sell |
26,144
-1,268
| -5% | -$125K | 0.11% | 58 |
|
|
2024
Q3 | $2.57M | Sell |
27,412
-2,352
| -8% | -$213K | 0.1% | 69 |
|
|
2024
Q2 | $2.71M | Buy |
29,764
+352
| +1% | +$30.1K | 0.12% | 67 |
|
|
2024
Q1 | $2.48M | Sell |
29,412
-2,008
| -6% | -$162K | 0.11% | 64 |
|
|
2023
Q4 | $2.38M | Sell |
31,420
-784
| -2% | -$55.4K | 0.12% | 67 |
|
|
2023
Q3 | $2.14M | Sell |
32,204
-536
| -2% | -$37K | 0.11% | 56 |
|
|
2023
Q2 | $2.25M | Buy |
32,740
+13,764
| +73% | +$875K | 0.11% | 75 |
|
|
2023
Q1 | $1.16M | Buy |
18,976
+840
| +5% | +$48.4K | 0.06% | 82 |
|
|
2022
Q4 | $971K | Buy |
18,136
+4,680
| +35% | +$257K | 0.05% | 97 |
|
|
2022
Q3 | $708K | Sell |
13,456
-564
| -4% | -$33.2K | 0.05% | 80 |
|
|
2022
Q2 | $766K | Sell |
14,020
-120
| -0.8% | -$7.2K | 0.05% | 79 |
|
|
2022
Q1 | $981K | Sell |
14,140
-1,356
| -9% | -$92.6K | 0.08% | 86 |
|
|
2021
Q4 | $1.18M | Sell |
15,496
-6,640
| -30% | -$492K | 0.09% | 96 |
|
|
2021
Q3 | $1.52M | Sell |
22,136
-28
| -0.1% | -$1.98K | 0.13% | 86 |
|
|
2021
Q2 | $1.5M | Sell |
22,164
-67,900
| -75% | -$4.38M | 0.13% | 93 |
|
|
2021
Q1 | $5.47M | Sell |
90,064
-15,980
| -15% | -$973K | 0.63% | 35 |
|
|
2020
Q4 | $6.39M | Sell |
106,044
-31,636
| -23% | -$1.8M | 0.69% | 33 |
|
|
2020
Q3 | $7.46M | Buy |
137,680
+60
| +0% | +$3.16K | 1.12% | 25 |
|
|
2020
Q2 | $6.6M | Buy |
137,620
+58,932
| +75% | +$2.6M | 1.05% | 27 |
|
|
2020
Q1 | $2.96M | Buy |
78,688
+11,700
| +17% | +$504K | 0.64% | 27 |
|
|
2019
Q4 | $2.95M | Sell |
66,988
-45,656
| -41% | -$1.91M | 0.57% | 43 |
|
|
2019
Q3 | $4.5M | Buy |
112,644
+2,032
| +2% | +$81.5K | 0.91% | 34 |
|
|
2019
Q2 | $4.41M | Buy |
110,612
+51,600
| +87% | +$2M | 0.85% | 35 |
|
|
2019
Q1 | $2.23M | Buy |
59,012
+36,824
| +166% | +$1.32M | 0.42% | 52 |
|
|
2018
Q4 | $731K | Sell |
22,188
-7,268
| -25% | -$256K | 0.16% | 78 |
|
|
2018
Q3 | $1.15M | Buy |
29,456
+28
| +0.1% | +$1.06K | 0.25% | 67 |
|
|
2018
Q2 | $1.06M | Sell |
29,428
-12,824
| -30% | -$453K | 0.24% | 70 |
|
|
2018
Q1 | $1.44M | Buy |
42,252
+1,436
| +4% | +$50.3K | 0.38% | 60 |
|
|
2017
Q4 | $1.37M | Sell |
40,816
-8,764
| -18% | -$287K | 0.34% | 69 |
|
|
2017
Q3 | $1.55M | Buy |
49,580
+26,460
| +114% | +$810K | 0.37% | 63 |
|
|
2017
Q2 | $688K | Buy |
23,120
+8,576
| +59% | +$252K | 0.19% | 70 |
|
|
2017
Q1 | $414K | Sell |
14,544
-1,344
| -8% | -$37.3K | 0.1% | 107 |
|
|
2016
Q4 | $417K | Sell |
15,888
-748
| -4% | -$19.4K | 0.11% | 100 |
|
|
2016
Q3 | $433K | Sell |
16,636
-400
| -2% | -$10.4K | 0.09% | 105 |
|
|
2016
Q2 | $427K | Buy |
+17,036
| New | +$425K | 0.12% | 84 |
|
Other funds holding IWF
Merriman Wealth Management's IWF Position: Q4 2024 in Review
Merriman Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q4 2024, selling an estimated $125K and leaving 26,144 shares worth $2.62M. The position accounts for 0.11% of the portfolio, ranked #58.
Merriman Wealth Management first reported a position in IWF in Q2 2016 and has held it in 35 quarters since. The position peaked at $7.46M in Q3 2020. 2,307 funds tracked by Wall St. Rank hold IWF as of Q4 2024.
- Merriman Wealth Management held 26,144 shares of iShares Russell 1000 Growth ETF worth $2.62M as of Q4 2024.
- Merriman Wealth Management sold 1,268 iShares Russell 1000 Growth ETF shares in Q4 2024, an estimated $125K.
- iShares Russell 1000 Growth ETF made up 0.11% of Merriman Wealth Management's portfolio in Q4 2024, its #58 holding.
- Merriman Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 35 quarters since.
- Merriman Wealth Management's iShares Russell 1000 Growth ETF position peaked at $7.46M in Q3 2020.
- 2,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.
Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.