Meridian Investment Counsel’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $982K | Hold |
6,648
| – | – | 0.21% | 114 |
|
|
2026
Q1 | $881K | Hold |
6,648
| – | – | 0.21% | 119 |
|
|
2025
Q4 | $875K | Hold |
6,648
| – | – | 0.21% | 115 |
|
|
2025
Q3 | $862K | Hold |
6,648
| – | – | 0.21% | 113 |
|
|
2025
Q2 | $822K | Hold |
6,648
| – | – | 0.22% | 112 |
|
|
2025
Q1 | $796K | Hold |
6,648
| – | – | 0.23% | 107 |
|
|
2024
Q4 | $831K | Hold |
6,648
| – | – | 0.25% | 102 |
|
|
2024
Q3 | $822K | Hold |
6,648
| – | – | 0.25% | 102 |
|
|
2024
Q2 | $754K | Hold |
6,648
| – | – | 0.24% | 109 |
|
|
2024
Q1 | $786K | Hold |
6,648
| – | – | 0.26% | 95 |
|
|
2023
Q4 | $758K | Hold |
6,648
| – | – | 0.26% | 92 |
|
|
2023
Q3 | $671K | Hold |
6,648
| – | – | 0.25% | 100 |
|
|
2023
Q2 | $712K | Hold |
6,648
| – | – | 0.25% | 97 |
|
|
2023
Q1 | $683K | Hold |
6,648
| – | – | 0.26% | 99 |
|
|
2022
Q4 | $670K | Hold |
6,648
| – | – | 0.27% | 97 |
|
|
2022
Q3 | $598K | Hold |
6,648
| – | – | 0.27% | 99 |
|
|
2022
Q2 | $628K | Hold |
6,648
| – | – | 0.26% | 100 |
|
|
2022
Q1 | $729K | Hold |
6,648
| – | – | 0.25% | 101 |
|
|
2021
Q4 | $736K | Hold |
6,648
| – | – | 0.24% | 102 |
|
|
2021
Q3 | $685K | Hold |
6,648
| – | – | 0.25% | 99 |
|
|
2021
Q2 | $700K | Hold |
6,648
| – | – | 0.25% | 98 |
|
|
2021
Q1 | $678K | Hold |
6,648
| – | – | 0.26% | 95 |
|
|
2020
Q4 | $574K | Hold |
6,648
| – | – | 0.24% | 97 |
|
|
2020
Q3 | $448K | Hold |
6,648
| – | – | 0.22% | 104 |
|
|
2020
Q2 | $442K | Hold |
6,648
| – | – | 0.23% | 102 |
|
|
2020
Q1 | $365K | Hold |
6,648
| – | – | 0.24% | 97 |
|
|
2019
Q4 | $568K | Hold |
6,648
| – | – | 0.28% | 93 |
|
|
2019
Q3 | $532K | Buy |
6,648
+450
| +7% | +$35.4K | 0.29% | 93 |
|
|
2019
Q2 | $494K | Hold |
6,198
| – | – | 0.27% | 94 |
|
|
2019
Q1 | $486K | Hold |
6,198
| – | – | 0.28% | 94 |
|
|
2018
Q4 | $429K | Hold |
6,198
| – | – | 0.28% | 93 |
|
|
2018
Q3 | $519K | Hold |
6,198
| – | – | 0.28% | 92 |
|
|
2018
Q2 | $502K | Hold |
6,198
| – | – | 0.28% | 95 |
|
|
2018
Q1 | $479K | Hold |
6,198
| – | – | 0.27% | 96 |
|
|
2017
Q4 | $496K | Hold |
6,198
| – | – | 0.27% | 96 |
|
|
2017
Q3 | $473K | Hold |
6,198
| – | – | 0.27% | 97 |
|
|
2017
Q2 | $460K | Hold |
6,198
| – | – | 0.28% | 98 |
|
|
2017
Q1 | $460K | Hold |
6,198
| – | – | 0.28% | 96 |
|
|
2016
Q4 | $450K | Hold |
6,198
| – | – | 0.3% | 96 |
|
|
2016
Q3 | $412K | Sell |
6,198
-28
| -0.4% | -$1.85K | 0.28% | 99 |
|
|
2016
Q2 | $399K | Hold |
6,226
| – | – | 0.27% | 103 |
|
|
2016
Q1 | $386K | Buy |
6,226
+1,304
| +26% | +$73.9K | 0.27% | 103 |
|
|
2015
Q4 | $288K | Buy |
+4,922
| New | +$298K | 0.21% | 119 |
|
Other funds holding IJJ
DADC
CFB
EK
MWA
WSFS
CC
CAL
Meridian Investment Counsel's IJJ Position: Q2 2026 in Review
Meridian Investment Counsel held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 6,648 shares worth $982K. The position accounts for 0.21% of the portfolio, ranked #114.
Meridian Investment Counsel first reported a position in IJJ in Q4 2015 and has held it in 43 quarters since. 432 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Meridian Investment Counsel held 6,648 shares of iShares S&P Mid-Cap 400 Value ETF worth $982K as of Q2 2026.
- Meridian Investment Counsel left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF made up 0.21% of Meridian Investment Counsel's portfolio in Q2 2026, its #114 holding.
- Meridian Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2015 and has held it in 43 quarters since.
- 432 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.