MF
IJR icon

Meridian Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Meridian Financial’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.5M Sell
57,316
-1,436
-2% -$197K 4.08% 6
2026
Q1 		$7.3M Sell
58,752
-3,472
-6% -$441K 3.99% 6
2025
Q4 		$7.48M Sell
62,224
-3,422
-5% -$409K 4.07% 6
2025
Q3 		$7.8M Sell
65,646
-2,159
-3% -$248K 4.39% 6
2025
Q2 		$7.41M Sell
67,805
-221
-0.3% -$22.8K 4.8% 5
2025
Q1 		$7.11M Buy
68,026
+427
+0.6% +$48.2K 4.99% 4
2024
Q4 		$7.79M Sell
67,599
-416
-0.6% -$49.7K 5.38% 4
2024
Q3 		$7.95M Buy
68,015
+147
+0.2% +$16.6K 5.31% 4
2024
Q2 		$7.24M Buy
67,868
+968
+1% +$104K 5.24% 4
2024
Q1 		$7.39M Buy
66,900
+360
+0.5% +$38.2K 5.52% 4
2023
Q4 		$7.2M Buy
66,540
+1,256
+2% +$121K 5.66% 4
2023
Q3 		$6.16M Buy
65,284
+339
+0.5% +$33.9K 5.74% 4
2023
Q2 		$6.47M Buy
64,945
+174
+0.3% +$16.6K 5.84% 4
2023
Q1 		$6.26M Buy
64,771
+185
+0.3% +$18.5K 6.09% 3
2022
Q4 		$6.11M Buy
64,586
+47
+0.1% +$4.51K 6.44% 3
2022
Q3 		$5.63M Buy
64,539
+1,609
+3% +$156K 6.54% 3
2022
Q2 		$5.82M Buy
62,930
+750
+1% +$74.6K 6.54% 3
2022
Q1 		$6.71M Sell
62,180
-116
-0.2% -$12.5K 6.96% 2
2021
Q4 		$7.13M Buy
+62,296
New +$7.1M 6.66% 1

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Meridian Financial's IJR Position: Q2 2026 in Review

Meridian Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, selling an estimated $197K and leaving 57,316 shares worth $8.5M. The position accounts for 4.08% of the portfolio, ranked #6.

Meridian Financial first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Meridian Financial held 57,316 shares of iShares Core S&P Small-Cap ETF worth $8.5M as of Q2 2026.
  • Meridian Financial sold 1,436 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $197K.
  • iShares Core S&P Small-Cap ETF made up 4.08% of Meridian Financial's portfolio in Q2 2026, its #6 holding.
  • Meridian Financial first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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