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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
Q3 		$202K Hold
1,576
– – 0.09% 153
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Meridian Financial's IJS Position: Q3 2026 in Review

Meridian Financial held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 1,576 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #153.

Meridian Financial first reported a position in IJS in Q3 2025 and has held it in 3 quarters since. The position peaked at $215K in Q2 2026. 793 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • Meridian Financial held 1,576 shares of iShares S&P Small-Cap 600 Value ETF worth $202K as of Q3 2026.
  • Meridian Financial left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.09% of Meridian Financial's portfolio in Q3 2026, its #153 holding.
  • Meridian Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Meridian Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $215K in Q2 2026.
  • 793 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.