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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Sell	17,963 -76	-0.4%	-$8.44K	0.07%	249
2026 Q1	$1.82M	Sell	18,039 -359	-2%	-$36.9K	0.06%	240
2025 Q4	$1.78M	Buy	18,398 +48	+0.3%	+$4.62K	0.06%	249
2025 Q3	$1.76M	Buy	18,350 +4,577	+33%	+$431K	0.07%	242
2025 Q2	$1.25M	Sell	13,773 -311	-2%	-$26.6K	0.05%	270
2025 Q1	$1.17M	Buy	14,084 +186	+1%	+$16.8K	0.06%	261
2024 Q4	$1.26M	Buy	13,898 +14	+0.1%	+$1.32K	0.06%	250
2024 Q3	$1.28M	Buy	+13,884	New	+$1.24M	0.06%	237
2024 Q2	–	Sell	-13,847	Closed	-$1.26M	–	404
2024 Q1	$1.26M	Sell	13,847 -1,114	-7%	-$92.9K	0.21%	77
2023 Q4	$1.19M	Sell	14,961 -14,873	-50%	-$1.09M	0.08%	234
2023 Q3	$2.16M	Buy	29,834 +6,505	+28%	+$490K	0.13%	144
2023 Q2	$1.75M	Sell	23,329 -19,414	-45%	-$1.39M	0.15%	133
2023 Q1	$3.06M	Sell	42,743 -1,794	-4%	-$128K	0.27%	85
2022 Q4	$3.04M	Buy	44,537 +124	+0.3%	+$8.52K	0.3%	75
2022 Q3	$2.8M	Sell	44,413 -104	-0.2%	-$7.18K	0.3%	80
2022 Q2	$2.84M	Buy	44,517 +1,874	+4%	+$132K	0.23%	104
2022 Q1	$3.29M	Sell	42,643 -169	-0.4%	-$13.1K	0.36%	60
2021 Q4	$3.65M	Buy	42,812 +172	+0.4%	+$14.4K	0.39%	52
2021 Q3	$3.38M	Hold	42,640	–	–	0.42%	48
2021 Q2	$3.45M	Buy	42,640 +59	+0.1%	+$4.74K	0.44%	47
2021 Q1	$3.34M	Sell	42,581 -54	-0.1%	-$4.16K	0.49%	44
2020 Q4	$3.08M	Buy	42,635 +32,243	+310%	+$2.15M	0.49%	45
2020 Q3	$620K	Buy	10,392 +5,792	+126%	+$345K	0.15%	127
2020 Q2	$257K	Buy	+4,600	New	+$239K	0.09%	176
2020 Q1	–	Sell	-5,072	Closed	-$301K	–	224
2019 Q4	$301K	Buy	5,072 +128	+3%	+$7.34K	0.14%	153
2019 Q3	$277K	Hold	4,944	–	–	0.13%	158
2019 Q2	$280K	Buy	4,944 +12	+0.2%	+$665	0.11%	158
2019 Q1	$270K	Buy	4,932 +12	+0.2%	+$633	0.12%	153
2018 Q4	$235K	Buy	+4,920	New	+$258K	0.14%	138
2018 Q3	–	Sell	-5,500	Closed	-$309K	–	176
2018 Q2	$309K	Buy	+5,500	New	+$307K	0.15%	134

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Meridian Wealth Management's IJK Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.42% in Q2 2026, selling an estimated $8.44K and leaving 17,963 shares worth $2.11M. The position accounts for 0.07% of the portfolio, ranked #249.

Meridian Wealth Management first reported a position in IJK in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.65M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Meridian Wealth Management held 17,963 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.11M as of Q2 2026.
Meridian Wealth Management sold 76 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.44K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Meridian Wealth Management's portfolio in Q2 2026, its #249 holding.
Meridian Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 30 quarters since.
Meridian Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.65M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.