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

Meridian Investment Counsel’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86M Buy
12,568
+50
+0.4% +$6.86K 0.4% 76
2026
Q1 		$1.56M Buy
12,518
+250
+2% +$31.8K 0.37% 87
2025
Q4 		$1.47M Hold
12,268
– – 0.36% 87
2025
Q3 		$1.46M Hold
12,268
– – 0.36% 80
2025
Q2 		$1.34M Hold
12,268
– – 0.36% 81
2025
Q1 		$1.28M Sell
12,268
-220
-2% -$24.8K 0.38% 80
2024
Q4 		$1.44M Hold
12,488
– – 0.43% 70
2024
Q3 		$1.46M Hold
12,488
– – 0.44% 71
2024
Q2 		$1.33M Hold
12,488
– – 0.42% 73
2024
Q1 		$1.38M Hold
12,488
– – 0.46% 66
2023
Q4 		$1.35M Hold
12,488
– – 0.46% 66
2023
Q3 		$1.18M Buy
12,488
+20
+0.2% +$2K 0.44% 67
2023
Q2 		$1.24M Hold
12,468
– – 0.44% 64
2023
Q1 		$1.21M Hold
12,468
– – 0.46% 61
2022
Q4 		$1.18M Hold
12,468
– – 0.47% 64
2022
Q3 		$1.09M Buy
12,468
+566
+5% +$55K 0.48% 64
2022
Q2 		$1.1M Hold
11,902
– – 0.45% 68
2022
Q1 		$1.28M Hold
11,902
– – 0.45% 68
2021
Q4 		$1.36M Hold
11,902
– – 0.45% 64
2021
Q3 		$1.3M Sell
11,902
-51
-0.4% -$5.62K 0.47% 65
2021
Q2 		$1.35M Hold
11,953
– – 0.48% 64
2021
Q1 		$1.3M Buy
11,953
+220
+2% +$23K 0.5% 58
2020
Q4 		$1.08M Hold
11,733
– – 0.46% 61
2020
Q3 		$824K Buy
11,733
+51
+0.4% +$3.65K 0.4% 65
2020
Q2 		$798K Hold
11,682
– – 0.41% 66
2020
Q1 		$655K Hold
11,682
– – 0.43% 67
2019
Q4 		$980K Hold
11,682
– – 0.48% 62
2019
Q3 		$909K Buy
11,682
+250
+2% +$19.4K 0.5% 62
2019
Q2 		$895K Hold
11,432
– – 0.49% 62
2019
Q1 		$882K Hold
11,432
– – 0.52% 61
2018
Q4 		$792K Hold
11,432
– – 0.52% 64
2018
Q3 		$997K Hold
11,432
– – 0.54% 57
2018
Q2 		$954K Hold
11,432
– – 0.54% 58
2018
Q1 		$880K Buy
11,432
+810
+8% +$63K 0.5% 64
2017
Q4 		$816K Hold
10,622
– – 0.44% 68
2017
Q3 		$788K Hold
10,622
– – 0.46% 67
2017
Q2 		$745K Hold
10,622
– – 0.45% 70
2017
Q1 		$735K Hold
10,622
– – 0.45% 69
2016
Q4 		$730K Hold
10,622
– – 0.49% 66
2016
Q3 		$659K Hold
10,622
– – 0.44% 71
2016
Q2 		$617K Hold
10,622
– – 0.42% 72
2016
Q1 		$598K Buy
10,622
+2,026
+24% +$106K 0.42% 74
2015
Q4 		$473K Buy
+8,596
New +$484K 0.35% 84

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Meridian Investment Counsel increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.4% in Q2 2026, buying an estimated $6.86K and bringing the position to 12,568 shares worth $1.86M. The position accounts for 0.4% of the portfolio, ranked #76.

Meridian Investment Counsel first reported a position in IJR in Q4 2015 and has held it in 43 quarters since. 1,421 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Meridian Investment Counsel held 12,568 shares of iShares Core S&P Small-Cap ETF worth $1.86M as of Q2 2026.
  • Meridian Investment Counsel bought 50 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.86K.
  • iShares Core S&P Small-Cap ETF made up 0.4% of Meridian Investment Counsel's portfolio in Q2 2026, its #76 holding.
  • Meridian Investment Counsel first reported a position in iShares Core S&P Small-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,421 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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