iShares Russell 1000 Index shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 27k | 365.47 |
| 2025-06-30 | $9.6M | 28k | 339.58 |
| 2025-03-31 | $8.5M | 28k | 306.75 |
| 2024-12-31 | $9.1M | 28k | 322.16 |
| 2024-09-30 | $2.9M | 9.1k | 314.39 |
| 2024-03-31 | $2.9M | 10k | 281.14 |
| 2023-12-31 | $2.5M | 9.6k | 262.26 |
| 2023-09-30 | $2.1M | 9.1k | 234.90 |
| 2023-06-30 | $2.0M | 8.3k | 243.73 |
| 2023-03-31 | $2.0M | 8.8k | 225.23 |
| 2022-12-31 | $1.8M | 8.7k | 210.53 |
| 2022-09-30 | $1.6M | 8.1k | 197.29 |
| 2022-06-30 | $1.5M | 7.4k | 207.83 |
| 2022-03-31 | $1.9M | 7.5k | 250.03 |
| 2021-12-31 | $1.9M | 7.1k | 264.47 |
| 2021-09-30 | $1.7M | 7.0k | 241.64 |
| 2021-06-30 | $1.7M | 7.0k | 242.08 |
| 2021-03-31 | $1.7M | 7.4k | 223.82 |
| 2020-12-31 | $1.1M | 5.4k | 211.89 |
| 2020-09-30 | $675k | 3.6k | 187.03 |