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Meridian Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Meridian Financial’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
+1,576
New +$203K 0.1% 141
2025
Q4 		– Sell
-1,849
Closed -$204K – 143
2025
Q3 		$204K Buy
+1,849
New +$196K 0.12% 139

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Meridian Financial's IJS Position: Q2 2026 in Review

Meridian Financial opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,576 shares worth $215K. The stake represents 0.1% of the portfolio and ranks #141 among its holdings. This is a return to the name: Meridian Financial previously reported a position in IJS as recently as Q3 2025.

Meridian Financial first reported a position in IJS in Q3 2025 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Meridian Financial held 1,576 shares of iShares S&P Small-Cap 600 Value ETF worth $215K as of Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF was a new Meridian Financial position in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.1% of Meridian Financial's portfolio in Q2 2026, its #141 holding.
  • Meridian Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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