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Merrion Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Merrion Investment Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$393K Buy
+1,620
New +$377K 0.19% 85
2021
Q1 		– Sell
-120
Closed -$16K – 159
2020
Q4 		$16K Buy
+120
New +$15.4K 0.01% 164

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Merrion Investment Management's IWD Position: Q2 2026 in Review

Merrion Investment Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,620 shares worth $393K. The stake represents 0.19% of the portfolio and ranks #85 among its holdings. This is a return to the name: Merrion Investment Management previously reported a position in IWD as recently as Q4 2020.

Merrion Investment Management first reported a position in IWD in Q4 2020 and has held it in 2 quarters since. 715 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Merrion Investment Management held 1,620 shares of iShares Russell 1000 Value ETF worth $393K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Merrion Investment Management position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.19% of Merrion Investment Management's portfolio in Q2 2026, its #85 holding.
  • Merrion Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 2 quarters since.
  • 715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.