Meridian Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.5M | Sell |
303,329
-2,028
| -0.7% | -$141K | 5.1% | 5 |
|
|
2025
Q4 | $20.2M | Buy |
305,357
+20,325
| +7% | +$1.33M | 4.99% | 5 |
|
|
2025
Q3 | $18.6M | Buy |
285,032
+12,428
| +5% | +$799K | 4.98% | 5 |
|
|
2025
Q2 | $17.2M | Buy |
272,604
+100,209
| +58% | +$5.88M | 4.7% | 5 |
|
|
2025
Q1 | $10.1M | Sell |
172,395
-15,917
| -8% | -$988K | 3.12% | 11 |
|
|
2024
Q4 | $11.7M | Buy |
188,312
+9,493
| +5% | +$609K | 3.09% | 10 |
|
|
2024
Q3 | $11.1M | Buy |
178,819
+18,790
| +12% | +$1.13M | 2.83% | 11 |
|
|
2024
Q2 | $9.36M | Buy |
160,029
+19,047
| +14% | +$1.12M | 2.57% | 12 |
|
|
2024
Q1 | $8.56M | Sell |
140,982
-848
| -0.6% | -$48K | 2.34% | 11 |
|
|
2023
Q4 | $7.95M | Buy |
141,830
+124,940
| +740% | +$6.34M | 2.26% | 11 |
|
|
2023
Q3 | $842K | Sell |
16,890
-1,240
| -7% | -$65K | 0.27% | 50 |
|
|
2023
Q2 | $948K | Sell |
18,130
-1,280
| -7% | -$63.6K | 0.3% | 49 |
|
|
2023
Q1 | $971K | Buy |
19,410
+13,950
| +255% | +$711K | 0.32% | 43 |
|
|
2022
Q4 | $264K | Hold |
5,460
| – | – | 0.1% | 69 |
|
|
2022
Q3 | $239K | Hold |
5,460
| – | – | 0.1% | 70 |
|
|
2022
Q2 | $247K | Sell |
5,460
-13,540
| -71% | -$668K | 0.1% | 67 |
|
|
2022
Q1 | $1.02M | Hold |
19,000
| – | – | 0.32% | 48 |
|
|
2021
Q4 | $1.08M | Hold |
19,000
| – | – | 0.31% | 46 |
|
|
2021
Q3 | $1M | Hold |
19,000
| – | – | 0.31% | 47 |
|
|
2021
Q2 | $1.02M | Buy |
19,000
+360
| +2% | +$19.4K | 0.3% | 48 |
|
|
2021
Q1 | $970K | Buy |
18,640
+13,415
| +257% | +$670K | 0.3% | 46 |
|
|
2020
Q4 | $240K | Buy |
+5,225
| New | +$220K | 0.08% | 76 |
|
|
2020
Q1 | – | Sell |
-5,100
| Closed | -$210K | – | 73 |
|
|
2019
Q4 | $210K | Buy |
+5,100
| New | +$202K | 0.08% | 73 |
|
|
2019
Q2 | – | Sell |
-6,375
| Closed | -$241K | – | 76 |
|
|
2019
Q1 | $241K | Hold |
6,375
| – | – | 0.12% | 65 |
|
|
2018
Q4 | $212K | Hold |
6,375
| – | – | 0.11% | 70 |
|
|
2018
Q3 | $257K | Hold |
6,375
| – | – | 0.11% | 73 |
|
|
2018
Q2 | $248K | Hold |
6,375
| – | – | 0.11% | 73 |
|
|
2018
Q1 | $239K | Hold |
6,375
| – | – | 0.11% | 70 |
|
|
2017
Q4 | $242K | Buy |
+6,375
| New | +$236K | 0.11% | 70 |
|
|
2017
Q3 | – | Sell |
-6,375
| Closed | -$222K | – | 71 |
|
|
2017
Q2 | $222K | Hold |
6,375
| – | – | 0.12% | 65 |
|
|
2017
Q1 | $218K | Sell |
6,375
-725
| -10% | -$24.7K | 0.12% | 63 |
|
|
2016
Q4 | $235K | Sell |
7,100
-500
| -7% | -$15.9K | 0.14% | 63 |
|
|
2016
Q3 | $235K | Buy |
+7,600
| New | +$235K | 0.14% | 60 |
|
Other funds holding IJH
Meridian Management's IJH Position: Q1 2026 in Review
Meridian Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.66% in Q1 2026, selling an estimated $141K and leaving 303,329 shares worth $20.5M. The position accounts for 5.1% of the portfolio, ranked #5.
Meridian Management first reported a position in IJH in Q3 2016 and has held it in 33 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Meridian Management held 303,329 shares of iShares Core S&P Mid-Cap ETF worth $20.5M as of Q1 2026.
- Meridian Management sold 2,028 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $141K.
- iShares Core S&P Mid-Cap ETF made up 5.1% of Meridian Management's portfolio in Q1 2026, its #5 holding.
- Meridian Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 33 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.