MF
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Meridian Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Meridian Financial’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$909K Sell
6,152
-150
-2% -$21.2K 0.44% 52
2026
Q1 		$835K Sell
6,302
-185
-3% -$25.3K 0.46% 49
2025
Q4 		$854K Sell
6,487
-150
-2% -$19.5K 0.46% 49
2025
Q3 		$861K Sell
6,637
-374
-5% -$47.9K 0.48% 44
2025
Q2 		$866K Sell
7,011
-128
-2% -$15.1K 0.56% 39
2025
Q1 		$855K Buy
7,139
+1
+0% +$125 0.6% 37
2024
Q4 		$892K Buy
7,138
+13
+0.2% +$1.66K 0.62% 36
2024
Q3 		$881K Buy
7,125
+152
+2% +$18.1K 0.59% 36
2024
Q2 		$791K Sell
6,973
-148
-2% -$16.9K 0.57% 37
2024
Q1 		$842K Buy
7,121
+596
+9% +$67.1K 0.63% 33
2023
Q4 		$744K Sell
6,525
-179
-3% -$18.4K 0.58% 35
2023
Q3 		$677K Buy
6,704
+100
+2% +$10.7K 0.63% 33
2023
Q2 		$708K Buy
6,604
+3
+0% +$305 0.64% 33
2023
Q1 		$678K Buy
6,601
+5
+0.1% +$534 0.66% 33
2022
Q4 		$665K Buy
6,596
+55
+0.8% +$5.49K 0.7% 34
2022
Q3 		$589K Buy
6,541
+304
+5% +$30.3K 0.68% 35
2022
Q2 		$589K Buy
6,237
+7
+0.1% +$714 0.66% 35
2022
Q1 		$683K Buy
6,230
+144
+2% +$15.5K 0.71% 35
2021
Q4 		$674K Buy
+6,086
New +$662K 0.63% 39

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meridian Financial's IJJ Position: Q2 2026 in Review

Meridian Financial reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.4% in Q2 2026, selling an estimated $21.2K and leaving 6,152 shares worth $909K. The position accounts for 0.44% of the portfolio, ranked #52.

Meridian Financial first reported a position in IJJ in Q4 2021 and has held it in 19 quarters since. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Meridian Financial held 6,152 shares of iShares S&P Mid-Cap 400 Value ETF worth $909K as of Q2 2026.
  • Meridian Financial sold 150 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $21.2K.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.44% of Meridian Financial's portfolio in Q2 2026, its #52 holding.
  • Meridian Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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