MF
IJH icon

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

Meridian Financial’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
Q2 		$7.7M Sell
99,873
-2,332
-2% -$171K 3.7% 7
2026
Q1 		$6.9M Sell
102,205
-5,313
-5% -$369K 3.77% 7
2025
Q4 		$7.1M Sell
107,518
-5,405
-5% -$354K 3.86% 7
2025
Q3 		$7.37M Sell
112,923
-5,078
-4% -$326K 4.15% 7
2025
Q2 		$7.32M Sell
118,001
-102
-0.1% -$5.99K 4.74% 6
2025
Q1 		$6.89M Buy
118,103
+1,046
+0.9% +$65K 4.84% 6
2024
Q4 		$7.29M Sell
117,057
-1,654
-1% -$106K 5.04% 5
2024
Q3 		$7.4M Buy
118,711
+337
+0.3% +$20.3K 4.94% 5
2024
Q2 		$6.93M Buy
118,374
+547
+0.5% +$32.1K 5.02% 5
2024
Q1 		$7.16M Sell
117,827
-878
-0.7% -$49.7K 5.34% 5
2023
Q4 		$6.58M Sell
118,705
-245
-0.2% -$12.4K 5.17% 5
2023
Q3 		$5.93M Sell
118,950
-200
-0.2% -$10.5K 5.52% 5
2023
Q2 		$6.23M Buy
119,150
+940
+0.8% +$46.7K 5.62% 5
2023
Q1 		$5.91M Buy
118,210
+640
+0.5% +$32.6K 5.75% 5
2022
Q4 		$5.69M Sell
117,570
-335
-0.3% -$16.2K 5.99% 5
2022
Q3 		$5.17M Buy
117,905
+1,385
+1% +$67K 6.01% 5
2022
Q2 		$5.27M Sell
116,520
-4,380
-4% -$216K 5.93% 5
2022
Q1 		$6.49M Buy
120,900
+250
+0.2% +$13.3K 6.73% 5
2021
Q4 		$6.83M Buy
+120,650
New +$6.72M 6.38% 3

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meridian Financial's IJH Position: Q2 2026 in Review

Meridian Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, selling an estimated $171K and leaving 99,873 shares worth $7.7M. The position accounts for 3.7% of the portfolio, ranked #7.

Meridian Financial first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Meridian Financial held 99,873 shares of iShares Core S&P Mid-Cap ETF worth $7.7M as of Q2 2026.
  • Meridian Financial sold 2,332 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $171K.
  • iShares Core S&P Mid-Cap ETF made up 3.7% of Meridian Financial's portfolio in Q2 2026, its #7 holding.
  • Meridian Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.