MF
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Meridian Financial’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Meridian Financial’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$692K Sell
3,877
-122
-3% -$19.8K 0.33% 64
2026
Q1 		$579K Buy
3,999
+122
+3% +$18.1K 0.32% 64
2025
Q4 		$547K Sell
3,877
-251
-6% -$35.5K 0.3% 64
2025
Q3 		$584K Sell
4,128
-361
-8% -$49.8K 0.33% 58
2025
Q2 		$597K Buy
4,489
+91
+2% +$11.4K 0.39% 53
2025
Q1 		$548K Buy
4,398
+173
+4% +$23.1K 0.38% 54
2024
Q4 		$572K Buy
4,225
+162
+4% +$22.9K 0.4% 50
2024
Q3 		$567K Buy
4,063
+400
+11% +$53.9K 0.38% 54
2024
Q2 		$470K Buy
3,663
+1,124
+44% +$144K 0.34% 56
2024
Q1 		$332K Buy
2,539
+15
+0.6% +$1.87K 0.25% 79
2023
Q4 		$316K Buy
2,524
+410
+19% +$46K 0.25% 73
2023
Q3 		$232K Buy
2,114
+114
+6% +$13.1K 0.22% 87
2023
Q2 		$230K Buy
+2,000
New +$218K 0.21% 91

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Meridian Financial's IJT Position: Q2 2026 in Review

Meridian Financial reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 3.1% in Q2 2026, selling an estimated $19.8K and leaving 3,877 shares worth $692K. The position accounts for 0.33% of the portfolio, ranked #64.

Meridian Financial first reported a position in IJT in Q2 2023 and has held it in 13 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Meridian Financial held 3,877 shares of iShares S&P Small-Cap 600 Growth ETF worth $692K as of Q2 2026.
  • Meridian Financial sold 122 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $19.8K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.33% of Meridian Financial's portfolio in Q2 2026, its #64 holding.
  • Meridian Financial first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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