Meridian Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.11M | Sell |
54,787
-3,565
| -6% | -$489K | 0.25% | 84 |
|
|
2026
Q1 | $7.25M | Buy |
58,352
+2,255
| +4% | +$286K | 0.25% | 82 |
|
|
2025
Q4 | $6.74M | Sell |
56,097
-444
| -0.8% | -$53.1K | 0.24% | 82 |
|
|
2025
Q3 | $6.71M | Sell |
56,541
-499
| -0.9% | -$57.4K | 0.26% | 80 |
|
|
2025
Q2 | $6.23M | Sell |
57,040
-1,401
| -2% | -$145K | 0.27% | 86 |
|
|
2025
Q1 | $6.11M | Sell |
58,441
-4,516
| -7% | -$510K | 0.3% | 79 |
|
|
2024
Q4 | $7.25M | Buy |
62,957
+1,364
| +2% | +$163K | 0.34% | 59 |
|
|
2024
Q3 | $7.2M | Buy |
+61,593
| New | +$6.96M | 0.35% | 60 |
|
|
2024
Q2 | – | Sell |
-52,272
| Closed | -$5.78M | – | 405 |
|
|
2024
Q1 | $5.78M | Sell |
52,272
-8,552
| -14% | -$908K | 0.96% | 22 |
|
|
2023
Q4 | $6.58M | Sell |
60,824
-30,842
| -34% | -$2.97M | 0.42% | 50 |
|
|
2023
Q3 | $8.65M | Buy |
91,666
+49,687
| +118% | +$4.96M | 0.53% | 36 |
|
|
2023
Q2 | $4.18M | Sell |
41,979
-3,450
| -8% | -$329K | 0.35% | 60 |
|
|
2023
Q1 | $4.39M | Sell |
45,429
-3,783
| -8% | -$378K | 0.38% | 57 |
|
|
2022
Q4 | $4.66M | Sell |
49,212
-627
| -1% | -$60.1K | 0.46% | 46 |
|
|
2022
Q3 | $4.34M | Sell |
49,839
-1,998
| -4% | -$194K | 0.47% | 43 |
|
|
2022
Q2 | $4.79M | Buy |
51,837
+9,554
| +23% | +$950K | 0.39% | 60 |
|
|
2022
Q1 | $4.56M | Buy |
42,283
+5,486
| +15% | +$592K | 0.5% | 32 |
|
|
2021
Q4 | $4.21M | Buy |
36,797
+6,622
| +22% | +$755K | 0.45% | 43 |
|
|
2021
Q3 | $3.29M | Sell |
30,175
-1,550
| -5% | -$171K | 0.41% | 51 |
|
|
2021
Q2 | $3.58M | Buy |
31,725
+1,894
| +6% | +$211K | 0.46% | 46 |
|
|
2021
Q1 | $3.24M | Buy |
29,831
+184
| +0.6% | +$19.3K | 0.47% | 46 |
|
|
2020
Q4 | $2.72M | Buy |
29,647
+20,529
| +225% | +$1.69M | 0.43% | 53 |
|
|
2020
Q3 | $640K | Buy |
+9,118
| New | +$653K | 0.16% | 125 |
|
|
2019
Q3 | – | Sell |
-2,069
| Closed | -$1.62K | – | 327 |
|
|
2019
Q2 | $1.62K | Buy |
+2,069
| New | +$161K | 0.07% | 232 |
|
|
2018
Q3 | – | Sell |
-6,019
| Closed | -$502K | – | 177 |
|
|
2018
Q2 | $502K | Sell |
6,019
-900
| -13% | -$73.3K | 0.24% | 88 |
|
|
2018
Q1 | $533K | Sell |
6,919
-879
| -11% | -$68.4K | 0.27% | 78 |
|
|
2017
Q4 | $581K | Buy |
7,798
+2
| +0% | +$151 | 0.36% | 66 |
|
|
2017
Q3 | $579K | Sell |
7,796
-1,194
| -13% | -$83.7K | 0.37% | 66 |
|
|
2017
Q2 | $630K | Sell |
8,990
-9,485
| -51% | -$657K | 0.4% | 54 |
|
|
2017
Q1 | $1.28M | Buy |
18,475
+3,505
| +23% | +$242K | 0.77% | 31 |
|
|
2016
Q4 | $975K | Buy |
+14,970
| New | +$965K | 0.77% | 31 |
|
Other funds holding IJR
Meridian Wealth Management's IJR Position: Q2 2026 in Review
Meridian Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 6.1% in Q2 2026, selling an estimated $489K and leaving 54,787 shares worth $8.11M. The position accounts for 0.25% of the portfolio, ranked #84.
Meridian Wealth Management first reported a position in IJR in Q4 2016 and has held it in 31 quarters since. The position peaked at $8.65M in Q3 2023. 2,024 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Meridian Wealth Management held 54,787 shares of iShares Core S&P Small-Cap ETF worth $8.11M as of Q2 2026.
- Meridian Wealth Management sold 3,565 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $489K.
- iShares Core S&P Small-Cap ETF made up 0.25% of Meridian Wealth Management's portfolio in Q2 2026, its #84 holding.
- Meridian Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2016 and has held it in 31 quarters since.
- Meridian Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $8.65M in Q3 2023.
- 2,024 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.