Meridian Financial’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Meridian Financial’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$520K	Sell	4,423 -63	-1%	-$7K	0.25%	77
2026 Q1	$451K	Sell	4,486 -147	-3%	-$15.1K	0.25%	78
2025 Q4	$449K	Sell	4,633 -721	-13%	-$69.4K	0.24%	79
2025 Q3	$513K	Sell	5,354 -590	-10%	-$55.6K	0.29%	66
2025 Q2	$541K	Buy	5,944 +75	+1%	+$6.42K	0.35%	56
2025 Q1	$489K	Buy	5,869 +223	+4%	+$20.1K	0.34%	57
2024 Q4	$513K	Buy	5,646 +357	+7%	+$33.6K	0.35%	58
2024 Q3	$486K	Buy	5,289 +435	+9%	+$38.9K	0.32%	62
2024 Q2	$428K	Buy	4,854 +1,247	+35%	+$110K	0.31%	61
2024 Q1	$329K	Buy	3,607 +111	+3%	+$9.26K	0.25%	81
2023 Q4	$277K	Buy	+3,496	New	+$257K	0.22%	87

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Meridian Financial's IJK Position: Q2 2026 in Review

Meridian Financial reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.4% in Q2 2026, selling an estimated $7K and leaving 4,423 shares worth $520K. The position accounts for 0.25% of the portfolio, ranked #77.

Meridian Financial first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $541K in Q2 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Meridian Financial held 4,423 shares of iShares S&P Mid-Cap 400 Growth ETF worth $520K as of Q2 2026.
Meridian Financial sold 63 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.25% of Meridian Financial's portfolio in Q2 2026, its #77 holding.
Meridian Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Meridian Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $541K in Q2 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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