Meridian Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Meridian Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$613K	Sell	4,630 -295	-6%	-$40.4K	0.02%	463
2025 Q4	$648K	Sell	4,925 -10	-0.2%	-$1.3K	0.02%	442
2025 Q3	$640K	Buy	4,935 +3,036	+160%	+$389K	0.02%	422
2025 Q2	$235K	Buy	1,899 +1	+0.1%	+$118	0.01%	611
2025 Q1	$227K	Buy	1,898 +25	+1%	+$3.13K	0.01%	575
2024 Q4	$234K	Buy	1,873 +1	+0.1%	+$128	0.01%	571
2024 Q3	$231K	Buy	+1,872	New	+$223K	0.01%	583
2024 Q2	–	Sell	-2,342	Closed	-$277K	–	403
2024 Q1	$277K	Buy	2,342 +11	+0.5%	+$1.24K	0.05%	172
2023 Q4	$266K	Sell	2,331 -2,287	-50%	-$235K	0.02%	517
2023 Q3	$466K	Buy	4,618 +1,247	+37%	+$133K	0.03%	380
2023 Q2	$361K	Sell	3,371 -1,788	-35%	-$182K	0.03%	392
2023 Q1	$530K	Buy	5,159 +57	+1%	+$6.09K	0.05%	304
2022 Q4	$514K	Sell	5,102 -906	-15%	-$90.5K	0.05%	300
2022 Q3	$541K	Sell	6,008 -4,628	-44%	-$461K	0.06%	262
2022 Q2	$1M	Buy	10,636 +5,914	+125%	+$603K	0.08%	248
2022 Q1	$518K	Sell	4,722 -396	-8%	-$42.7K	0.06%	238
2021 Q4	$566K	Buy	5,118 +65	+1%	+$7.07K	0.06%	230
2021 Q3	$521K	Sell	5,053 -1,678	-25%	-$176K	0.06%	218
2021 Q2	$709K	Buy	6,731 +7	+0.1%	+$748	0.09%	183
2021 Q1	$685K	Sell	6,724 -980	-13%	-$93.6K	0.1%	174
2020 Q4	$664K	Sell	7,704 -2,212	-22%	-$174K	0.11%	154
2020 Q3	$668K	Buy	+9,916	New	+$685K	0.16%	116
2020 Q1	–	Sell	-4,720	Closed	-$402K	–	223
2019 Q4	$402K	Buy	4,720 +730	+18%	+$60K	0.19%	112
2019 Q3	$319K	Hold	3,990	–	–	0.15%	142
2019 Q2	$3.18K	Buy	3,990 +14	+0.4%	+$1.11K	0.13%	136
2019 Q1	$312K	Sell	3,976 -440	-10%	-$34.1K	0.14%	137
2018 Q4	$305K	Buy	+4,416	New	+$338K	0.18%	113
2018 Q3	–	Sell	-5,202	Closed	-$421K	–	175
2018 Q2	$421K	Buy	+5,202	New	+$416K	0.2%	107
2017 Q3	–	Sell	-4,796	Closed	-$356K	–	168
2017 Q2	$356K	Buy	+4,796	New	+$354K	0.23%	104

Other funds holding IJJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Meridian Wealth Management's IJJ Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 6% in Q1 2026, selling an estimated $40.4K and leaving 4,630 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #463.

Meridian Wealth Management first reported a position in IJJ in Q2 2017 and has held it in 29 quarters since. The position peaked at $1M in Q2 2022. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Meridian Wealth Management held 4,630 shares of iShares S&P Mid-Cap 400 Value ETF worth $613K as of Q1 2026.
Meridian Wealth Management sold 295 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $40.4K.
iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #463 holding.
Meridian Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and has held it in 29 quarters since.
Meridian Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $1M in Q2 2022.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.