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

Meridian Management’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 Q1	$13M	Sell	104,410 -9,672	-8%	-$1.23M	3.23%	7
2025 Q4	$13.7M	Buy	114,082 +3,166	+3%	+$379K	3.39%	8
2025 Q3	$13.2M	Sell	110,916 -1,182	-1%	-$136K	3.53%	8
2025 Q2	$12.4M	Sell	112,098 -12,004	-10%	-$1.24M	3.38%	8
2025 Q1	$13M	Sell	124,102 -16,283	-12%	-$1.84M	4.02%	6
2024 Q4	$16.2M	Buy	140,385 +6,668	+5%	+$797K	4.26%	6
2024 Q3	$15.6M	Buy	133,717 +7,876	+6%	+$890K	3.97%	6
2024 Q2	$13.4M	Buy	125,841 +12,688	+11%	+$1.36M	3.69%	7
2024 Q1	$12.5M	Buy	113,153 +3,803	+3%	+$404K	3.41%	9
2023 Q4	$11.6M	Buy	109,350 +107,156	+4,884%	+$10.3M	3.3%	9
2023 Q3	$207K	Sell	2,194 -121	-5%	-$12.1K	0.07%	90
2023 Q2	$231K	Buy	+2,315	New	+$220K	0.07%	88

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meridian Management's IJR Position: Q1 2026 in Review

Meridian Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8.5% in Q1 2026, selling an estimated $1.23M and leaving 104,410 shares worth $13M. The position accounts for 3.23% of the portfolio, ranked #7.

Meridian Management first reported a position in IJR in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.2M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Meridian Management held 104,410 shares of iShares Core S&P Small-Cap ETF worth $13M as of Q1 2026.
Meridian Management sold 9,672 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.23M.
iShares Core S&P Small-Cap ETF made up 3.23% of Meridian Management's portfolio in Q1 2026, its #7 holding.
Meridian Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Meridian Management's iShares Core S&P Small-Cap ETF position peaked at $16.2M in Q4 2024.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Meridian Management's 13F filing for Q1 2026, filed 5 May 2026.