Meridian Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Meridian Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.43M	Buy	44,528 +2,053	+5%	+$151K	0.39%	56
2026 Q1	$2.87M	Buy	42,475 +17,763	+72%	+$1.23M	0.38%	57
2025 Q4	$1.63M	Buy	24,712 +16,364	+196%	+$1.07M	0.23%	66
2025 Q3	$545K	Buy	+8,348	New	+$536K	0.08%	124
2019 Q1	–	Sell	-1,525	Closed	-$51K	–	254
2018 Q4	$51K	Buy	+1,525	New	+$55.6K	0.04%	247

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Meridian Wealth Advisors's IJH Position: Q2 2026 in Review

Meridian Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q2 2026, buying an estimated $151K and bringing the position to 44,528 shares worth $3.43M. The position accounts for 0.39% of the portfolio, ranked #56.

Meridian Wealth Advisors first reported a position in IJH in Q4 2018 and has held it in 5 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Meridian Wealth Advisors held 44,528 shares of iShares Core S&P Mid-Cap ETF worth $3.43M as of Q2 2026.
Meridian Wealth Advisors bought 2,053 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $151K.
iShares Core S&P Mid-Cap ETF made up 0.39% of Meridian Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Meridian Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 5 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.