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

Meridian Wealth Advisors’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	$873K	Buy	5,886 +9	+0.2%	+$1.24K	0.1%	108
2026 Q1	$731K	Buy	5,877 +4	+0.1%	+$508	0.1%	113
2025 Q4	$706K	Sell	5,873 -6	-0.1%	-$718	0.1%	110
2025 Q3	$699K	Buy	5,879 +125	+2%	+$14.4K	0.1%	106
2025 Q2	$629K	Buy	5,754 +10	+0.2%	+$1.03K	0.1%	103
2025 Q1	$601K	Sell	5,744 -645	-10%	-$72.8K	0.1%	101
2024 Q4	$736K	Buy	6,389 +1,608	+34%	+$192K	0.12%	93
2024 Q3	$559K	Buy	4,781 +2,745	+135%	+$310K	0.09%	103
2024 Q2	$217K	Sell	2,036 -239	-11%	-$25.6K	0.04%	167
2024 Q1	$251K	Buy	2,275 +1	+0%	+$106	0.05%	159
2023 Q4	$246K	Buy	2,274 +2	+0.1%	+$193	0.05%	158
2023 Q3	$214K	Hold	2,272	–	–	0.05%	167
2023 Q2	$226K	Buy	2,272 +1	+0%	+$95	0.05%	167
2023 Q1	$220K	Sell	2,271 -6,906	-75%	-$690K	0.06%	174
2022 Q4	$869K	Buy	+9,177	New	+$880K	0.22%	82
2022 Q3	–	Sell	-2,233	Closed	-$206K	–	192
2022 Q2	$206K	Buy	2,233 +1	+0%	+$99	0.05%	184
2022 Q1	$241K	Hold	2,232	–	–	0.06%	188
2021 Q4	$256K	Buy	2,232 +2	+0.1%	+$228	0.06%	176
2021 Q3	$244K	Buy	2,230 +1	+0%	+$110	0.07%	172
2021 Q2	$252K	Hold	2,229	–	–	0.07%	172
2021 Q1	$242K	Buy	2,229 +1	+0%	+$105	0.08%	155
2020 Q4	$205K	Buy	+2,228	New	+$183K	0.07%	167
2020 Q2	–	Sell	-4,211	Closed	-$236K	–	166
2020 Q1	$236K	Sell	4,211 -434	-9%	-$32.3K	0.13%	120
2019 Q4	$389K	Sell	4,645 -300	-6%	-$24.1K	0.15%	107
2019 Q3	$385K	Hold	4,945	–	–	0.16%	105
2019 Q2	$387K	Sell	4,945 -350	-7%	-$27.2K	0.27%	82
2019 Q1	$409K	Hold	5,295	–	–	0.3%	73
2018 Q4	$367K	Buy	+5,295	New	+$409K	0.28%	73

Other funds holding IJR

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Meridian Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.15% in Q2 2026, buying an estimated $1.24K and bringing the position to 5,886 shares worth $873K. The position accounts for 0.1% of the portfolio, ranked #108.

Meridian Wealth Advisors first reported a position in IJR in Q4 2018 and has held it in 28 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Meridian Wealth Advisors held 5,886 shares of iShares Core S&P Small-Cap ETF worth $873K as of Q2 2026.
Meridian Wealth Advisors bought 9 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.24K.
iShares Core S&P Small-Cap ETF made up 0.1% of Meridian Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Meridian Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 28 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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