Meridian Investment Counsel’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Hold	10,644	–	–	0.27%	102
2026 Q1	$1.07M	Hold	10,644	–	–	0.26%	109
2025 Q4	$1.03M	Hold	10,644	–	–	0.25%	108
2025 Q3	$1.02M	Hold	10,644	–	–	0.25%	106
2025 Q2	$968K	Hold	10,644	–	–	0.26%	105
2025 Q1	$886K	Hold	10,644	–	–	0.26%	102
2024 Q4	$968K	Hold	10,644	–	–	0.29%	95
2024 Q3	$979K	Hold	10,644	–	–	0.3%	90
2024 Q2	$938K	Hold	10,644	–	–	0.3%	89
2024 Q1	$971K	Hold	10,644	–	–	0.32%	81
2023 Q4	$843K	Hold	10,644	–	–	0.29%	87
2023 Q3	$769K	Hold	10,644	–	–	0.29%	90
2023 Q2	$798K	Hold	10,644	–	–	0.28%	90
2023 Q1	$761K	Hold	10,644	–	–	0.29%	89
2022 Q4	$727K	Hold	10,644	–	–	0.29%	92
2022 Q3	$671K	Hold	10,644	–	–	0.3%	92
2022 Q2	$678K	Hold	10,644	–	–	0.28%	94
2022 Q1	$822K	Hold	10,644	–	–	0.29%	94
2021 Q4	$908K	Hold	10,644	–	–	0.3%	90
2021 Q3	$843K	Hold	10,644	–	–	0.31%	88
2021 Q2	$861K	Hold	10,644	–	–	0.3%	91
2021 Q1	$834K	Hold	10,644	–	–	0.32%	85
2020 Q4	$769K	Hold	10,644	–	–	0.32%	82
2020 Q3	$636K	Hold	10,644	–	–	0.31%	79
2020 Q2	$596K	Hold	10,644	–	–	0.3%	78
2020 Q1	$475K	Hold	10,644	–	–	0.31%	84
2019 Q4	$634K	Hold	10,644	–	–	0.31%	84
2019 Q3	$596K	Buy	10,644 +628	+6%	+$35.3K	0.33%	85
2019 Q2	$567K	Hold	10,016	–	–	0.31%	85
2019 Q1	$549K	Hold	10,016	–	–	0.32%	85
2018 Q4	$479K	Hold	10,016	–	–	0.31%	86
2018 Q3	$583K	Hold	10,016	–	–	0.32%	87
2018 Q2	$563K	Hold	10,016	–	–	0.32%	85
2018 Q1	$547K	Buy	10,016 +880	+10%	+$48.7K	0.31%	87
2017 Q4	$493K	Hold	9,136	–	–	0.27%	97
2017 Q3	$462K	Hold	9,136	–	–	0.27%	99
2017 Q2	$449K	Hold	9,136	–	–	0.27%	101
2017 Q1	$436K	Hold	9,136	–	–	0.27%	102
2016 Q4	$416K	Hold	9,136	–	–	0.28%	99
2016 Q3	$399K	Sell	9,136 -28	-0.3%	-$1.23K	0.27%	106
2016 Q2	$387K	Hold	9,164	–	–	0.26%	106
2016 Q1	$373K	Buy	9,164 +1,916	+26%	+$73.1K	0.26%	105
2015 Q4	$292K	Buy	+7,248	New	+$297K	0.21%	117

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Meridian Investment Counsel held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 10,644 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #102.

Meridian Investment Counsel first reported a position in IJK in Q4 2015 and has held it in 43 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Meridian Investment Counsel held 10,644 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.25M as of Q2 2026.
Meridian Investment Counsel left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.27% of Meridian Investment Counsel's portfolio in Q2 2026, its #102 holding.
Meridian Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 43 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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