Meridian Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Meridian Investment Counsel’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$752K	Sell	9,746 -220	-2%	-$16.1K	0.16%	133
2026 Q1	$673K	Hold	9,966	–	–	0.16%	132
2025 Q4	$658K	Buy	9,966 +651	+7%	+$42.6K	0.16%	138
2025 Q3	$608K	Hold	9,315	–	–	0.15%	137
2025 Q2	$578K	Hold	9,315	–	–	0.16%	133
2025 Q1	$544K	Hold	9,315	–	–	0.16%	133
2024 Q4	$580K	Hold	9,315	–	–	0.17%	125
2024 Q3	$581K	Hold	9,315	–	–	0.18%	124
2024 Q2	$545K	Hold	9,315	–	–	0.17%	129
2024 Q1	$566K	Buy	9,315 +75	+0.8%	+$4.25K	0.19%	120
2023 Q4	$512K	Hold	9,240	–	–	0.18%	128
2023 Q3	$461K	Hold	9,240	–	–	0.17%	131
2023 Q2	$483K	Hold	9,240	–	–	0.17%	128
2023 Q1	$462K	Hold	9,240	–	–	0.18%	126
2022 Q4	$447K	Buy	9,240 +220	+2%	+$10.6K	0.18%	130
2022 Q3	$396K	Buy	9,020 +620	+7%	+$30K	0.18%	124
2022 Q2	$380K	Hold	8,400	–	–	0.16%	135
2022 Q1	$451K	Hold	8,400	–	–	0.16%	138
2021 Q4	$476K	Hold	8,400	–	–	0.16%	133
2021 Q3	$442K	Sell	8,400 -165	-2%	-$8.88K	0.16%	131
2021 Q2	$460K	Hold	8,565	–	–	0.16%	130
2021 Q1	$446K	Hold	8,565	–	–	0.17%	124
2020 Q4	$394K	Hold	8,565	–	–	0.17%	126
2020 Q3	$317K	Buy	8,565 +165	+2%	+$6.17K	0.15%	131
2020 Q2	$299K	Hold	8,400	–	–	0.15%	132
2020 Q1	$242K	Hold	8,400	–	–	0.16%	134
2019 Q4	$346K	Hold	8,400	–	–	0.17%	124
2019 Q3	$325K	Hold	8,400	–	–	0.18%	122
2019 Q2	$326K	Hold	8,400	–	–	0.18%	121
2019 Q1	$318K	Hold	8,400	–	–	0.19%	123
2018 Q4	$279K	Hold	8,400	–	–	0.18%	122
2018 Q3	$338K	Hold	8,400	–	–	0.18%	124
2018 Q2	$327K	Hold	8,400	–	–	0.18%	124
2018 Q1	$315K	Hold	8,400	–	–	0.18%	125
2017 Q4	$319K	Hold	8,400	–	–	0.17%	131
2017 Q3	$301K	Hold	8,400	–	–	0.17%	141
2017 Q2	$292K	Hold	8,400	–	–	0.17%	139
2017 Q1	$288K	Hold	8,400	–	–	0.18%	141
2016 Q4	$278K	Hold	8,400	–	–	0.19%	138
2016 Q3	$260K	Hold	8,400	–	–	0.17%	136
2016 Q2	$251K	Hold	8,400	–	–	0.17%	139
2016 Q1	$242K	Hold	8,400	–	–	0.17%	140
2015 Q4	$234K	Hold	8,400	–	–	0.17%	144
2015 Q3	$230K	Hold	8,400	–	–	0.19%	125
2015 Q2	$252K	Hold	8,400	–	–	0.18%	131
2015 Q1	$255K	Hold	8,400	–	–	0.18%	130
2014 Q4	$243K	Hold	8,400	–	–	0.18%	132
2014 Q3	$230K	Hold	8,400	–	–	0.17%	132
2014 Q2	$240K	Hold	8,400	–	–	0.19%	131
2014 Q1	$231K	Hold	8,400	–	–	0.2%	127
2013 Q4	$225K	Buy	+8,400	New	+$217K	0.19%	126

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Meridian Investment Counsel's IJH Position: Q2 2026 in Review

Meridian Investment Counsel reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, selling an estimated $16.1K and leaving 9,746 shares worth $752K. The position accounts for 0.16% of the portfolio, ranked #133.

Meridian Investment Counsel first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Meridian Investment Counsel held 9,746 shares of iShares Core S&P Mid-Cap ETF worth $752K as of Q2 2026.
Meridian Investment Counsel sold 220 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
iShares Core S&P Mid-Cap ETF made up 0.16% of Meridian Investment Counsel's portfolio in Q2 2026, its #133 holding.
Meridian Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.