Meridian Financial Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Meridian Financial Partners’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$443K	Hold	6,468	–	–	0.17%	81
2025 Q4	$455K	Hold	6,468	–	–	0.18%	73
2025 Q3	$426K	Buy	6,468 +33	+0.5%	+$2.12K	0.18%	75
2025 Q2	$399K	Sell	6,435 -100	-2%	-$5.87K	0.19%	76
2025 Q1	$381K	Hold	6,535	–	–	0.19%	77
2024 Q4	$407K	Hold	6,535	–	–	0.21%	69
2024 Q3	$407K	Hold	6,535	–	–	0.21%	74
2024 Q2	$396K	Buy	+6,535	New	+$384K	0.24%	59
2023 Q3	–	Sell	-6,125	Closed	-$331K	–	62
2023 Q2	$331K	Buy	+6,125	New	+$304K	0.2%	63
2022 Q3	–	Sell	-6,125	Closed	-$299K	–	58
2022 Q2	$299K	Buy	+6,125	New	+$302K	0.2%	72
2022 Q1	–	Sell	-6,215	Closed	-$333K	–	56
2021 Q4	$333K	Hold	6,215	–	–	0.23%	67
2021 Q3	$335K	Hold	6,215	–	–	0.22%	62
2021 Q2	$328K	Hold	6,215	–	–	0.22%	65
2021 Q1	$331K	Hold	6,215	–	–	0.25%	57
2020 Q4	$306K	Buy	6,215 +125	+2%	+$5.27K	0.24%	56
2020 Q3	$240K	Hold	6,090	–	–	0.2%	58
2020 Q2	$216K	Buy	+6,090	New	+$202K	0.2%	58

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Meridian Financial Partners's IJH Position: Q1 2026 in Review

Meridian Financial Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 6,468 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #81.

Meridian Financial Partners first reported a position in IJH in Q2 2020 and has held it in 17 quarters since. The position peaked at $455K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Meridian Financial Partners held 6,468 shares of iShares Core S&P Mid-Cap ETF worth $443K as of Q1 2026.
Meridian Financial Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.17% of Meridian Financial Partners's portfolio in Q1 2026, its #81 holding.
Meridian Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 17 quarters since.
Meridian Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $455K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Meridian Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.